Vontobel Swiss Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $337K | Sell |
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|
2020
Q4 | $341K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $255K | Sell |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $426K | Sell |
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|
2018
Q3 | $612K | Hold |
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|
2018
Q2 | $571K | Hold |
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|
2018
Q1 | $554K | Hold |
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|
2017
Q4 | $561K | Sell |
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|
2017
Q3 | $561K | Buy |
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|
2017
Q2 | $522K | Sell |
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|
2017
Q1 | $755K | Sell |
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|
2016
Q4 | $950K | Sell |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $824K | Sell |
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|
2016
Q1 | $943K | Buy |
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|
2015
Q4 | $909K | Buy |
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|
2015
Q3 | $820K | Sell |
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|
2015
Q2 | $900K | Sell |
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|
2015
Q1 | $1.04M | Sell |
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|
2014
Q4 | $5.69M | Buy |
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