PVWM
Point View Wealth Management’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 | $297K | Hold |
794
| – | – | 0.12% | 208 |
|
|
2020
Q3 | $266K | Hold |
794
| – | – | 0.13% | 204 |
|
|
2020
Q2 | $245K | Hold |
794
| – | – | 0.12% | 213 |
|
|
2020
Q1 | $205K | Sell |
794
-4,461
| -85% | -$1.15M | 0.11% | 216 |
|
|
2019
Q4 | $1.69M | Buy |
5,255
+4,566
| +663% | +$1.47M | 0.7% | 40 |
|
|
2019
Q3 | $204K | Sell |
689
-127
| -16% | -$37.6K | 0.09% | 237 |
|
|
2019
Q2 | $239K | Hold |
816
| – | – | 0.1% | 228 |
|
|
2019
Q1 | $231K | Hold |
816
| – | – | 0.1% | 220 |
|
|
2018
Q4 | $204K | Hold |
816
| – | – | 0.1% | 223 |
|
|
2018
Q3 | $237K | Hold |
816
| – | – | 0.11% | 222 |
|
|
2018
Q2 | $221K | Hold |
816
| – | – | 0.1% | 223 |
|
|
2018
Q1 | $215K | Buy |
816
+50
| +7% | +$13.2K | 0.1% | 224 |
|
|
2017
Q4 | $204K | Buy |
+766
| New | +$204K | 0.1% | 233 |
|