Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $799K | Buy |
|
|||||
|
2021
Q2 | $791K | Buy |
|
|||||
|
2021
Q1 | $722K | Buy |
|
|||||
|
2020
Q4 | $576K | Hold |
|
|||||
|
2020
Q3 | $580K | Buy |
|
|||||
|
2020
Q2 | $465K | Buy |
|
|||||
|
2020
Q1 | $416K | Sell |
|
|||||
|
2019
Q4 | $487K | Buy |
|
|||||
|
2019
Q3 | $447K | Buy |
|
|||||
|
2019
Q2 | $448K | Sell |
|
|||||
|
2019
Q1 | $444K | Buy |
|
|||||
|
2018
Q4 | $397K | Buy |
|
|||||
|
2018
Q3 | $388K | Buy |
|
|||||
|
2018
Q2 | $389K | Sell |
|
|||||
|
2018
Q1 | $512K | Buy |
|
|||||
|
2017
Q4 | $548K | Buy |
|