Marcuard Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $14.2M | Buy |
72,921
+170
| +0.2% | +$33.1K | 30.55% | 1 |
|
|
2014
Q2 | $13.6M | Buy |
72,751
+6,924
| +11% | +$1.3M | 30.78% | 1 |
|
|
2014
Q1 | $12.3M | Buy |
65,827
+34,222
| +108% | +$6.4M | 29.79% | 1 |
|
|
2013
Q4 | $5.84M | Sell |
31,605
-2,192
| -6% | -$405K | 12.53% | 2 |
|
|
2013
Q3 | $5.68M | Sell |
33,797
-476
| -1% | -$80K | 10.83% | 2 |
|
|
2013
Q2 | $5.5M | Buy |
+34,273
| New | +$5.5M | 8.83% | 3 |
|