OptiFour Integrated Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $263K | Hold |
816
| – | – | 0.18% | 64 |
|
|
2019
Q3 | $242K | Hold |
816
| – | – | 0.17% | 64 |
|
|
2019
Q2 | $239K | Hold |
816
| – | – | 0.17% | 73 |
|
|
2019
Q1 | $231K | Sell |
816
-74
| -8% | -$20.9K | 0.19% | 45 |
|
|
2018
Q4 | $222K | Hold |
890
| – | – | 0.2% | 42 |
|
|
2018
Q3 | $259K | Hold |
890
| – | – | 0.21% | 47 |
|
|
2018
Q2 | $241K | Hold |
890
| – | – | 0.21% | 47 |
|
|
2018
Q1 | $234K | Hold |
890
| – | – | 0.2% | 50 |
|
|
2017
Q4 | $238K | Buy |
+890
| New | +$238K | 0.2% | 54 |
|