Ken Stern & Associates’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.64M | Buy |
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2018
Q2 | $4.59M | Buy |
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2018
Q1 | $4.16M | Buy |
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|
2017
Q4 | $4.02M | Buy |
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|
2017
Q3 | $3.03M | Buy |
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|
2017
Q2 | $1.93M | Hold |
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|
2017
Q1 | $1.9M | Buy |
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|
2016
Q4 | $740K | Buy |
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|
2016
Q3 | $628K | Sell |
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|
2016
Q2 | $615K | Buy |
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|
2016
Q1 | $412K | Hold |
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|
2015
Q4 | $409K | Buy |
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