Northstar Wealth Partners’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
Q3 | $7.32M | Buy |
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|
2020
Q2 | $6.62M | Buy |
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|
2020
Q1 | $5.33M | Buy |
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|
2019
Q4 | $4.23M | Sell |
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|
2019
Q3 | $6.27M | Buy |
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|
2019
Q2 | $5.18M | Sell |
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|
2019
Q1 | $5.38M | Sell |
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|
2018
Q4 | $5.03M | Sell |
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|
2018
Q3 | $6.29M | Buy |
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|
2018
Q2 | $5.76M | Sell |
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|
2018
Q1 | $6.22M | Sell |
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|
2017
Q4 | $7.46M | Buy |
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|
2017
Q3 | $6.24M | Buy |
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|
2017
Q2 | $5.72M | Sell |
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|
2017
Q1 | $5.54M | Buy |
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