Kiley Juergens Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,760
Closed -$802K 553
2018
Q3
$802K Buy
2,760
+22
+0.8% +$6.39K 0.6% 34
2018
Q2
$742K Buy
2,738
+61
+2% +$16.5K 0.66% 33
2018
Q1
$704K Buy
2,677
+156
+6% +$41K 0.76% 33
2017
Q4
$672K Buy
+2,521
New +$672K 0.6% 36