MWR
McAdams Wright Ragen’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.82M | Buy |
14,335
+5,997
| +72% | +$1.18M | 0.16% | 122 |
|
|
2014
Q2 | $1.63M | Buy |
8,338
+1,708
| +26% | +$334K | 0.09% | 159 |
|
|
2014
Q1 | $1.24M | Sell |
6,630
-193
| -3% | -$36.1K | 0.08% | 169 |
|
|
2013
Q4 | $1.26M | Sell |
6,823
-7,362
| -52% | -$1.36M | 0.08% | 165 |
|
|
2013
Q3 | $2.38M | Buy |
14,185
+5,651
| +66% | +$949K | 0.19% | 105 |
|
|
2013
Q2 | $1.37M | Buy |
+8,534
| New | +$1.37M | 0.11% | 149 |
|