Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $94.5M | Sell |
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|
2021
Q4 | $104M | Sell |
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|
2021
Q3 | $96.6M | Sell |
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|
2021
Q2 | $97.2M | Sell |
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|
2021
Q1 | $91.9M | Sell |
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|
2020
Q4 | $97.2M | Sell |
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|
2020
Q3 | $91.7M | Sell |
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|
2020
Q2 | $86.3M | Sell |
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|
2020
Q1 | $72.4M | Sell |
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|
2019
Q4 | $92.6M | Sell |
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|
2019
Q3 | $91.2M | Sell |
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|
2019
Q2 | $91.1M | Sell |
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|
2019
Q1 | $91.3M | Buy |
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|
2018
Q4 | $79.5M | Buy |
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|
2018
Q3 | $91.9M | Buy |
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|
2018
Q2 | $84.4M | Buy |
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|
2018
Q1 | $80.4M | Buy |
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|
2017
Q4 | $79M | Buy |
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|
2017
Q3 | $72.4M | Buy |
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|
2017
Q2 | $68.9M | Sell |
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|
2017
Q1 | $68.6M | Sell |
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|
2016
Q4 | $65.1M | Sell |
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|
2016
Q3 | $71.1M | Sell |
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|
2016
Q2 | $73.4M | Sell |
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|
2016
Q1 | $73.2M | Buy |
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|
2015
Q4 | $67M | Buy |
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|
2015
Q3 | $61.2M | Buy |
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|
2015
Q2 | $57.5M | Sell |
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|
2015
Q1 | $62.4M | Buy |
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|
2014
Q4 | $59.2M | Buy |
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|
2014
Q3 | $55.4M | Sell |
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|
2014
Q2 | $56.6M | Buy |
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|
2014
Q1 | $49.9M | Buy |
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|
2013
Q4 | $46.9M | Buy |
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|
2013
Q3 | $40.1M | Buy |
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|
2013
Q2 | $36.5M | Buy |
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