OptiFour Integrated Wealth Management’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
2019
Q4
$263K Hold
2019
Q3
$242K Hold
2019
Q2
$239K Hold
2019
Q1
$231K Sell
2018
Q4
$222K Hold
2018
Q3
$259K Hold
2018
Q2
$241K Hold
2018
Q1
$234K Hold
2017
Q4
$238K Buy