LifePlan Financial Group’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
Q3 | $503K | Buy |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $298K | Hold |
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|
2019
Q3 | $275K | Sell |
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|
2019
Q2 | $274K | Sell |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $144K | Hold |
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|
2018
Q3 | $167K | Hold |
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|
2018
Q2 | $156K | Buy |
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|
2018
Q1 | $102K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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