Stewart & Patten Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $227K | Hold |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $238K | Buy |
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|
2021
Q4 | $243K | Hold |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $296K | Hold |
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|
2015
Q3 | $278K | Hold |
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|
2015
Q2 | $298K | Buy |
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|
2015
Q1 | $279K | Sell |
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|
2014
Q4 | $298K | Sell |
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|
2014
Q3 | $358K | Hold |
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|
2014
Q2 | $355K | Sell |
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|
2014
Q1 | $390K | Buy |
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