9258 Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.9M | Sell |
|
|||||
|
2024
Q2 | $24.3M | Sell |
|
|||||
|
2024
Q1 | $23.5M | Buy |
|
|||||
|
2023
Q4 | $20.5M | Buy |
|
|||||
|
2023
Q3 | $16.8M | Buy |
|
|||||
|
2023
Q2 | $15.4M | Buy |
|
|||||
|
2023
Q1 | $8.39M | Buy |
|
|||||
|
2022
Q4 | $7.18M | Buy |
|
|||||
|
2022
Q3 | $5.34M | Buy |
|
|||||
|
2022
Q2 | $3.77M | Buy |
|
|||||
|
2022
Q1 | $2.71M | Buy |
|
|||||
|
2021
Q4 | $1M | Hold |
|
|||||
|
2021
Q3 | $883K | Hold |
|
|||||
|
2021
Q2 | $869K | Hold |
|
|||||
|
2021
Q1 | $778K | Hold |
|
|||||
|
2020
Q4 | $763K | Hold |
|
|||||
|
2020
Q3 | $671K | Hold |
|
|||||
|
2020
Q2 | $620K | Hold |
|
|||||
|
2020
Q1 | $554K | Hold |
|
|||||
|
2019
Q4 | $578K | Buy |
|