LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $503K | Buy |
1,502
+404
| +37% | +$135K | 0.22% | 78 |
|
|
2020
Q2 | $339K | Hold |
1,098
| – | – | 0.15% | 96 |
|
|
2020
Q1 | $283K | Buy |
1,098
+171
| +18% | +$44.1K | 0.15% | 98 |
|
|
2019
Q4 | $298K | Hold |
927
| – | – | 0.13% | 109 |
|
|
2019
Q3 | $275K | Sell |
927
-9
| -1% | -$2.67K | 0.13% | 112 |
|
|
2019
Q2 | $274K | Sell |
936
-312
| -25% | -$91.3K | 0.13% | 113 |
|
|
2019
Q1 | $353K | Buy |
1,248
+673
| +117% | +$190K | 0.19% | 90 |
|
|
2018
Q4 | $144K | Hold |
575
| – | – | 0.09% | 144 |
|
|
2018
Q3 | $167K | Hold |
575
| – | – | 0.09% | 140 |
|
|
2018
Q2 | $156K | Buy |
575
+188
| +49% | +$51K | 0.09% | 139 |
|
|
2018
Q1 | $102K | Buy |
+387
| New | +$102K | 0.06% | 165 |
|
|
2014
Q2 | – | Sell |
-36
| Closed | -$7K | – | 197 |
|
|
2014
Q1 | $7K | Hold |
36
| – | – | 0.01% | 198 |
|
|
2013
Q4 | $7K | Hold |
36
| – | – | ﹤0.01% | 180 |
|
|
2013
Q3 | $6K | Hold |
36
| – | – | ﹤0.01% | 169 |
|
|
2013
Q2 | $6K | Buy |
+36
| New | +$6K | 0.01% | 138 |
|