Kalos Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $53.4K | Hold |
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|
2023
Q1 | $49.4K | Hold |
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|
2022
Q4 | $46.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $958K | Sell |
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|
2021
Q2 | $930K | Buy |
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|
2021
Q1 | $663K | Sell |
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|
2020
Q4 | $931K | Buy |
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|
2020
Q3 | $635K | Sell |
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|
2020
Q2 | $606K | Sell |
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|
2020
Q1 | $539K | Sell |
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|
2019
Q4 | $685K | Sell |
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|
2019
Q3 | $761K | Buy |
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