LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.74M | Buy |
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $4.97M | Sell |
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|
2022
Q2 | $5.3M | Buy |
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|
2022
Q1 | $5.67M | Sell |
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|
2021
Q4 | $5.98M | Sell |
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|
2021
Q3 | $5.53M | Sell |
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|
2021
Q2 | $5.54M | Sell |
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|
2021
Q1 | $5.23M | Buy |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $4.23M | Sell |
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|
2020
Q2 | $3.91M | Buy |
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|
2020
Q1 | $3.27M | Sell |
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|
2019
Q4 | $4.11M | Hold |
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|
2019
Q3 | $3.79M | Buy |
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|
2019
Q2 | $3.74M | Buy |
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|
2019
Q1 | $3.28M | Sell |
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|
2018
Q4 | $3.02M | Sell |
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|
2018
Q3 | $3.6M | Buy |
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|
2018
Q2 | $2.99M | Sell |
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|
2018
Q1 | $3.16M | Buy |
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|
2017
Q4 | $3.19M | Sell |
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|
2017
Q3 | $3.02M | Sell |
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|
2017
Q2 | $3.75M | Buy |
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|
2017
Q1 | $3.66M | Sell |
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|
2016
Q4 | $5.39M | Buy |
|