NAM
Needelman Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,125
| Closed | -$236K | – | 37 |
|
|
2016
Q2 | $236K | Hold |
1,125
| – | – | 0.67% | 37 |
|
|
2016
Q1 | $231K | Hold |
1,125
| – | – | 0.68% | 37 |
|
|
2015
Q4 | $229K | Hold |
1,125
| – | – | 0.7% | 36 |
|
|
2015
Q3 | $216K | Hold |
1,125
| – | – | 0.71% | 36 |
|
|
2015
Q2 | $232K | Hold |
1,125
| – | – | 0.73% | 37 |
|
|
2015
Q1 | $232K | Hold |
1,125
| – | – | 0.7% | 37 |
|
|
2014
Q4 | $231K | Hold |
1,125
| – | – | 0.71% | 37 |
|
|
2014
Q3 | $222K | Hold |
1,125
| – | – | 0.71% | 37 |
|
|
2014
Q2 | $220K | Hold |
1,125
| – | – | 0.7% | 37 |
|
|
2014
Q1 | $210K | Hold |
1,125
| – | – | 0.68% | 37 |
|
|
2013
Q4 | $208K | Sell |
1,125
-225
| -17% | -$41.6K | 0.69% | 37 |
|
|
2013
Q3 | $227K | Hold |
1,350
| – | – | 0.81% | 37 |
|
|
2013
Q2 | $217K | Buy |
+1,350
| New | +$217K | 0.79% | 38 |
|