Lee Capital Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 30 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 39 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 56 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 66 |
|
|
2021
Q1 | – | Sell |
-2,795
| Closed | -$1.05M | – | 106 |
|
|
2020
Q4 | $1.05M | Buy |
+2,795
| New | +$1.05M | 0.62% | 45 |
|
|
2020
Q1 | – | Sell |
-3,264
| Closed | -$1.05M | – | 71 |
|
|
2019
Q4 | $1.05M | Buy |
3,264
+1,763
| +117% | +$568K | 0.97% | 36 |
|
|
2019
Q3 | $445K | Sell |
1,501
-1,291
| -46% | -$383K | 0.42% | 48 |
|
|
2019
Q2 | $818K | Buy |
2,792
+2,054
| +278% | +$602K | 0.87% | 40 |
|
|
2019
Q1 | $208K | Buy |
+738
| New | +$208K | 0.23% | 51 |
|