Osborn Williams & Donohoe’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
Q1
Sell
2019
Q4
$1.33M Buy
2019
Q3
$1.22M Sell
2019
Q2
$1.71M Sell
2019
Q1
$1.69M Buy
2017
Q2
Sell
2017
Q1
$259K Hold
2016
Q4
$246K Sell
2016
Q3
$241K Buy
2014
Q1
Sell
2013
Q4
$206K Buy