PJB
Paul John Balson’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7.34M | Buy |
19,629
+1,791
| +10% | +$670K | 1.51% | 5 |
|
|
2020
Q3 | $5.97M | Sell |
17,838
-527
| -3% | -$176K | 1.48% | 6 |
|
|
2020
Q2 | $5.66M | Sell |
18,365
-70
| -0.4% | -$21.6K | 2.13% | 4 |
|
|
2020
Q1 | $4.75M | Buy |
+18,435
| New | +$4.75M | 2.54% | 4 |
|