Wellesley Investment Partners’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
Q3 | $4.74M | Sell |
|
|||||
|
2020
Q2 | $4.48M | Sell |
|
|||||
|
2020
Q1 | $3.95M | Sell |
|
|||||
|
2019
Q4 | $5.42M | Buy |
|
|||||
|
2019
Q3 | $4.44M | Sell |
|
|||||
|
2019
Q2 | $4.63M | Buy |
|
|||||
|
2019
Q1 | $4.05M | Sell |
|
|||||
|
2018
Q4 | $3.59M | Buy |
|
|||||
|
2018
Q3 | $3.96M | Buy |
|
|||||
|
2018
Q2 | $3.58M | Buy |
|
|||||
|
2018
Q1 | $3.43M | Sell |
|
|||||
|
2017
Q4 | $3.79M | Sell |
|
|||||
|
2017
Q3 | $3.58M | Sell |
|
|||||
|
2017
Q2 | $3.5M | Sell |
|
|||||
|
2017
Q1 | $3.91M | Sell |
|
|||||
|
2016
Q4 | $4.62M | Sell |
|
|||||
|
2016
Q3 | $4.54M | Sell |
|
|||||
|
2016
Q2 | $4.52M | Sell |
|
|||||
|
2016
Q1 | $4.52M | Buy |
|
|||||
|
2015
Q4 | $4.45M | Buy |
|