Willingdon Wealth Management’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
Q1 | $7.3M | Sell |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $9.82M | Buy |
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|
2019
Q2 | $8.88M | Buy |
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|
2019
Q1 | $8.25M | Sell |
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|
2018
Q4 | $7.69M | Buy |
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|
2018
Q3 | $8.77M | Sell |
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|
2018
Q2 | $8.34M | Sell |
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|
2018
Q1 | $10.1M | Sell |
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|
2017
Q4 | $11.9M | Buy |
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|
2017
Q3 | $10.5M | Buy |
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|
2017
Q2 | $6.66M | Buy |
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|
2017
Q1 | $3.6M | Buy |
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|
2016
Q4 | $1.78M | Buy |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.05M | Buy |
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