Paracle Advisors’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
Q1 | $870K | Buy |
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|
2020
Q4 | $795K | Sell |
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|
2020
Q3 | $841K | Hold |
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|
2020
Q2 | $775K | Buy |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $619K | Buy |
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|
2019
Q2 | $483K | Hold |
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|
2019
Q1 | $465K | Hold |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $355K | Buy |
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|
2018
Q2 | $306K | Hold |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $301K | Hold |
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|
2017
Q3 | $283K | Hold |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $266K | Hold |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $244K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $248K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $231K | Hold |
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|
2015
Q2 | $249K | Hold |
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|
2015
Q1 | $249K | Hold |
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|
2014
Q4 | $248K | Hold |
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|
2014
Q3 | $238K | Buy |
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