Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $5.29M | Buy |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.6M | Sell |
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|
2022
Q2 | $3.83M | Buy |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $4.89M | Sell |
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|
2021
Q3 | $4.43M | Sell |
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|
2021
Q2 | $4.86M | Buy |
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|
2021
Q1 | $4M | Buy |
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|
2020
Q4 | $3.38M | Buy |
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|
2020
Q3 | $1.89M | Sell |
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|
2020
Q2 | $1.79M | Buy |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $1.43M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $851K | Sell |
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|
2017
Q4 | $1.54M | Buy |
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|
2017
Q3 | $668K | Buy |
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|
2017
Q2 | $613K | Hold |
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|
2017
Q1 | $598K | Sell |
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|
2016
Q4 | $573K | Hold |
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|
2016
Q3 | $555K | Buy |
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|
2016
Q2 | $341K | Buy |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $114K | Hold |
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|
2015
Q3 | $107K | Sell |
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|
2015
Q2 | $198K | Hold |
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|
2015
Q1 | $198K | Buy |
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