UBP Investment Advisors’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 | $2.49M | Buy |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $9.37M | Buy |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $3.7M | Hold |
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|
2021
Q2 | $3.69M | Buy |
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|
2021
Q1 | $3.31M | Hold |
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|
2020
Q4 | $3.12M | Hold |
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|
2020
Q3 | $2.8M | Hold |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $2.51M | Hold |
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|
2019
Q3 | $2.31M | Buy |
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|
2019
Q2 | $2.14M | Buy |
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|
2019
Q1 | $1.5M | Hold |
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|
2018
Q4 | $1.32M | Hold |
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|
2018
Q3 | $1.54M | Hold |
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|
2018
Q2 | $1.43M | Buy |
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