NewFocus Financial Group’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
Q4 | $2.37M | Hold |
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|
2020
Q3 | $2.13M | Buy |
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|
2020
Q2 | $1.95M | Buy |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $1.99M | Buy |
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|
2019
Q3 | $1.81M | Hold |
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|
2019
Q2 | $1.79M | Sell |
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|
2019
Q1 | $1.77M | Sell |
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|
2018
Q4 | $1.57M | Buy |
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|
2018
Q3 | $1.64M | Hold |
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|
2018
Q2 | $1.53M | Hold |
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|
2018
Q1 | $1.48M | Hold |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.56M | Hold |
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|
2017
Q2 | $1.5M | Buy |
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|
2017
Q1 | $839K | Sell |
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|
2016
Q4 | $814K | Buy |
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|
2016
Q3 | $647K | Sell |
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|
2016
Q2 | $630K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $110K | Sell |
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|
2015
Q2 | $610K | Hold |
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|
2015
Q1 | $611K | Hold |
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|
2014
Q4 | $609K | Buy |
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|
2014
Q3 | $555K | Sell |
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|
2014
Q2 | $610K | Sell |
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|
2014
Q1 | $609K | Buy |
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|
2013
Q4 | $525K | Buy |
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