Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $139K | Buy |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $106K | Buy |
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|
2019
Q1 | $87K | Sell |
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|
2018
Q4 | $118K | Buy |
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|
2018
Q3 | $99K | Sell |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $136K | Sell |
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|
2017
Q3 | $221K | Sell |
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $283K | Buy |
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|
2016
Q4 | $134K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $94K | Hold |
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|
2015
Q4 | $93K | Hold |
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|
2015
Q3 | $87K | Buy |
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|
2015
Q2 | $69K | Sell |
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|
2015
Q1 | $76K | Buy |
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|
2014
Q4 | $73K | Hold |
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|
2014
Q3 | $70K | Buy |
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|
2014
Q2 | $68K | Sell |
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|
2014
Q1 | $136K | Sell |
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|
2013
Q4 | $417K | Buy |
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