Polaris Wealth Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.91M | Buy |
|
|||||
2023
Q2 | $939K | Sell |
|
|||||
2023
Q1 | $1.83M | Buy |
|
|||||
2022
Q4 | $1.77M | Sell |
|
|||||
2022
Q3 | $1.62M | Sell |
|
|||||
2022
Q2 | $8.35M | Buy |
|
|||||
2022
Q1 | $1.11M | Sell |
|
|||||
2021
Q4 | $3.78M | Buy |
|
|||||
2021
Q3 | $1.09M | Hold |
|
|||||
2021
Q2 | $1.07M | Sell |
|
|||||
2021
Q1 | $1.03M | Buy |
|
|||||
2020
Q4 | $858K | Hold |
|
|||||
2020
Q3 | $765K | Hold |
|
|||||
2020
Q2 | $699K | Hold |
|
|||||
2020
Q1 | $580K | Sell |
|
|||||
2019
Q4 | $1.17M | Buy |
|
|||||
2019
Q3 | $729K | Sell |
|
|||||
2019
Q2 | $783K | Buy |
|
|||||
2019
Q1 | $713K | Sell |
|
|||||
2018
Q4 | $10.3M | Buy |
|
|||||
2018
Q3 | $47K | Sell |
|
|||||
2018
Q2 | $990K | Sell |
|
|||||
2018
Q1 | $1.34M | Buy |
|
|||||
2017
Q4 | $791K | Sell |
|
|||||
2017
Q3 | $851K | Buy |
|
|||||
2017
Q2 | $393K | Buy |
|
|||||
2016
Q4 | – | Sell |
|
|||||
2016
Q3 | $240K | Sell |
|
|||||
2016
Q2 | $386K | Sell |
|
|||||
2016
Q1 | $2.33M | Sell |
|
|||||
2015
Q4 | $3.88M | Buy |
|
|||||
2015
Q3 | $2.01M | Buy |
|
|||||
2014
Q2 | – | Sell |
|
|||||
2014
Q1 | $37K | Hold |
|
|||||
2013
Q4 | $37K | Hold |
|
|||||
2013
Q3 | $33.6K | Hold |
|
|||||
2013
Q2 | $32.1K | Buy |
|