TL
TrueWealth LLC’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 | $4.3M | Sell |
13,954
-1,907
| -12% | -$588K | 1.81% | 10 |
|
|
2020
Q1 | $4.09M | Buy |
15,861
+1,432
| +10% | +$369K | 1.99% | 8 |
|
|
2019
Q4 | $4.64M | Sell |
14,429
-668
| -4% | -$215K | 1.88% | 9 |
|
|
2019
Q3 | $4.48M | Buy |
+15,097
| New | +$4.48M | 1.93% | 9 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 9 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 8 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 8 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 8 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 7 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 7 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 8 |
|