SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.76M | Buy |
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|
2020
Q3 | $2.51M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.39M | Buy |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $1.08M | Sell |
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|
2018
Q2 | $1.4M | Sell |
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|
2018
Q1 | $1.81M | Buy |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.81M | Sell |
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|
2017
Q2 | $1.77M | Sell |
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|
2017
Q1 | $1.77M | Buy |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $1.59M | Sell |
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|
2016
Q2 | $1.54M | Sell |
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|
2016
Q1 | $1.54M | Sell |
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|
2015
Q4 | $1.79M | Buy |
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|
2015
Q3 | $1.37M | Buy |
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|
2015
Q2 | $1.1M | Buy |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $896K | Buy |
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|
2014
Q2 | $884K | Sell |
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|
2014
Q1 | $4.5M | Buy |
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|
2013
Q4 | $4.39M | Buy |
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