SWM
Strategic 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
Q2 | – | Sell |
-6,362
| Closed | -$1.64M | – | 61 |
|
|
2020
Q1 | $1.64M | Buy |
+6,362
| New | +$1.64M | 2.17% | 14 |
|
|
2014
Q4 | – | Sell |
-12,890
| Closed | -$2.54M | – | 62 |
|
|
2014
Q3 | $2.54M | Sell |
12,890
-94
| -0.7% | -$18.5K | 2.65% | 10 |
|
|
2014
Q2 | $2.54M | Sell |
12,984
-79
| -0.6% | -$15.5K | 2.6% | 11 |
|
|
2014
Q1 | $2.44M | Buy |
13,063
+65
| +0.5% | +$12.2K | 2.28% | 15 |
|
|
2013
Q4 | $2.4M | Sell |
12,998
-26,471
| -67% | -$4.89M | 2.43% | 13 |
|
|
2013
Q3 | $6.63M | Hold |
39,469
| – | – | 7.29% | 8 |
|
|
2013
Q2 | $6.33M | Buy |
+39,469
| New | +$6.33M | 6.63% | 8 |
|