AWA
Acorn Wealth Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
3,890
-204
| -5% | -$19.4K | 0.14% | 148 |
|
|
2025
Q1 | $329K | Hold |
4,094
| – | – | 0.14% | 150 |
|
|
2024
Q4 | $360K | Sell |
4,094
-877
| -18% | -$77.1K | 0.15% | 134 |
|
|
2024
Q3 | $412K | Sell |
4,971
-103
| -2% | -$8.54K | 0.18% | 117 |
|
|
2024
Q2 | $407K | Sell |
5,074
-27
| -0.5% | -$2.16K | 0.2% | 102 |
|
|
2024
Q1 | $373K | Hold |
5,101
| – | – | 0.19% | 109 |
|
|
2023
Q4 | $332K | Sell |
5,101
-133
| -3% | -$8.65K | 0.2% | 115 |
|
|
2023
Q3 | $310K | Buy |
+5,234
| New | +$310K | 0.21% | 112 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$7K | – | 753 |
|
|
2018
Q1 | $7K | Buy |
+200
| New | +$7K | 0.01% | 583 |
|