LWS
Lucia Wealth Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.37M | Buy |
7,065
+989
| +16% | +$331K | 0.56% | 39 |
|
|
2020
Q2 | $1.87M | Buy |
6,076
+526
| +9% | +$162K | 0.5% | 34 |
|
|
2020
Q1 | $1.43M | Buy |
5,550
+694
| +14% | +$179K | 0.47% | 38 |
|
|
2019
Q4 | $1.56M | Buy |
4,856
+291
| +6% | +$93.7K | 0.48% | 44 |
|
|
2019
Q3 | $1.36M | Buy |
4,565
+193
| +4% | +$57.3K | 0.45% | 45 |
|
|
2019
Q2 | $1.28M | Sell |
4,372
-452
| -9% | -$132K | 0.44% | 47 |
|
|
2019
Q1 | $1.36M | Buy |
4,824
+333
| +7% | +$94.1K | 0.47% | 48 |
|
|
2018
Q4 | $1.12M | Buy |
4,491
+536
| +14% | +$134K | 0.53% | 45 |
|
|
2018
Q3 | $1.15M | Sell |
3,955
-187
| -5% | -$54.4K | 0.36% | 68 |
|
|
2018
Q2 | $1.12M | Buy |
4,142
+62
| +2% | +$16.8K | 0.49% | 51 |
|
|
2018
Q1 | $1.07M | Buy |
4,080
+2,247
| +123% | +$591K | 0.35% | 75 |
|
|
2017
Q4 | $489K | Buy |
+1,833
| New | +$489K | 0.22% | 83 |
|