LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.19M | Sell |
|
|||||
|
2016
Q4 | $2.21M | Buy |
|
|||||
|
2016
Q3 | $1.97M | Buy |
|
|||||
|
2016
Q2 | $1.81M | Sell |
|
|||||
|
2016
Q1 | $1.97M | Buy |
|
|||||
|
2015
Q4 | $1.64M | Sell |
|
|||||
|
2015
Q3 | $1.57M | Sell |
|
|||||
|
2015
Q2 | $1.85M | Hold |
|
|||||
|
2015
Q1 | $1.85M | Sell |
|
|||||
|
2014
Q4 | $1.86M | Hold |
|
|||||
|
2014
Q3 | $1.78M | Sell |
|
|||||
|
2014
Q2 | $1.85M | Hold |
|
|||||
|
2014
Q1 | $1.77M | Hold |
|
|||||
|
2013
Q4 | $1.75M | Buy |
|