KDAM
KLS Diversified Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$62K | – | 11 |
|
|
2020
Q2 | $62K | Buy |
+200
| New | +$62K | 0.34% | 11 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 11 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 15 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 13 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 8 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 7 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 7 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 9 |
|