Kopp Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.3M | Hold |
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|
2019
Q1 | $1.26M | Hold |
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|
2018
Q4 | $1.11M | Hold |
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|
2018
Q3 | $1.29M | Hold |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.22M | Hold |
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|
2017
Q4 | $1.24M | Buy |
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|
2017
Q3 | $1.14M | Hold |
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|
2017
Q2 | $1.1M | Hold |
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|
2017
Q1 | $1.07M | Hold |
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|
2016
Q4 | $1.02M | Hold |
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|
2016
Q3 | $984K | Hold |
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|
2016
Q2 | $953K | Hold |
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|
2016
Q1 | $935K | Sell |
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|
2015
Q4 | $958K | Buy |
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|
2015
Q3 | $843K | Hold |
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|
2015
Q2 | $906K | Hold |
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|
2015
Q1 | $908K | Sell |
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|
2014
Q4 | $945K | Hold |
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|
2014
Q3 | $906K | Hold |
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|
2014
Q2 | $900K | Hold |
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|
2014
Q1 | $860K | Hold |
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|
2013
Q4 | $850K | Hold |
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|
2013
Q3 | $773K | Sell |
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|
2013
Q2 | $786K | Buy |
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