Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $15.6M | Sell |
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|
2022
Q3 | $21.2M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $22.4M | Sell |
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|
2021
Q4 | $28.3M | Buy |
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|
2021
Q3 | $13.2M | Sell |
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|
2021
Q2 | $26.6M | Sell |
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|
2021
Q1 | $24.9M | Sell |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $23.7M | Buy |
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|
2020
Q2 | $19.9M | Buy |
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|
2020
Q1 | $15.4M | Buy |
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|
2019
Q4 | $8.84M | Sell |
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|
2019
Q3 | $9.71M | Buy |
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|
2019
Q2 | $6.33M | Buy |
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|
2019
Q1 | $4.17M | Buy |
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|
2018
Q4 | $2.77M | Buy |
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|
2018
Q3 | $3.11M | Sell |
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|
2018
Q2 | $3.72M | Buy |
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|
2018
Q1 | $3.04M | Buy |
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|
2017
Q4 | $2.03M | Buy |
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $1.6M | Buy |
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|
2017
Q1 | $1.49M | Buy |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.32M | Buy |
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|
2016
Q2 | $1.2M | Buy |
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|
2016
Q1 | $1.11M | Buy |
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|
2015
Q4 | $787K | Buy |
|