TrueWealth LLC’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
Q2
$4.3M Sell
2020
Q1
$4.09M Buy
2019
Q4
$4.64M Sell
2019
Q3
$4.48M Buy
2019
Q2
Hold
2019
Q1
Hold
2018
Q4
Hold
2018
Q3
Hold
2018
Q2
Hold
2018
Q1
Hold
2017
Q4
Hold