PIA
Phoenix Investment Adviser’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $205K | Hold |
690
| – | – | 0.72% | 22 |
|
|
2019
Q2 | $202K | Hold |
690
| – | – | 0.37% | 21 |
|
|
2019
Q1 | $195K | Sell |
690
-7,995
| -92% | -$2.26M | 0.42% | 22 |
|
|
2018
Q4 | $2.17M | Buy |
+8,685
| New | +$2.17M | 4.61% | 3 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 45 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 46 |
|