Lucia Wealth Services’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 | $2.37M | Buy |
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2020
Q2 | $1.87M | Buy |
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2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.56M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.28M | Sell |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | $1.12M | Buy |
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|
2018
Q3 | $1.15M | Sell |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $489K | Buy |
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