WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.47M | Buy |
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|
2017
Q1 | $1.35M | Sell |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $1.3M | Buy |
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|
2016
Q2 | $1.23M | Sell |
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $2.28M | Buy |
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|
2015
Q3 | $1.95M | Sell |
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|
2015
Q2 | $3.02M | Buy |
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|
2015
Q1 | $1.35M | Sell |
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|
2014
Q4 | $1.39M | Sell |
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|
2014
Q3 | $1.36M | Buy |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.41M | Buy |
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|
2013
Q4 | $5.64M | Buy |
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|
2013
Q3 | $3.67M | Buy |
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|
2013
Q2 | $2.36M | Buy |
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