Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.6M | Sell |
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|
2022
Q2 | $4.93M | Buy |
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|
2022
Q1 | $5.77M | Sell |
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|
2021
Q4 | $6.08M | Sell |
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|
2021
Q3 | $5.96M | Buy |
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|
2021
Q2 | $5.43M | Hold |
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|
2021
Q1 | $5.03M | Hold |
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|
2020
Q4 | $4.74M | Hold |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $3.78M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $2.33M | Buy |
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|
2019
Q2 | $2.25M | Buy |
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|
2019
Q1 | $698K | Buy |
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|
2018
Q4 | $247K | Buy |
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