AFS Financial Group’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,541
| Closed | -$259K | – | 20 |
|
|
2024
Q1 | $259K | Hold |
3,541
| – | – | 1.09% | 16 |
|
|
2023
Q4 | $230K | Sell |
3,541
-2,000
| -36% | -$130K | 0.22% | 51 |
|
|
2023
Q3 | $328K | Hold |
5,541
| – | – | 0.22% | 68 |
|
|
2023
Q2 | $338K | Sell |
5,541
-1,105
| -17% | -$67.4K | 0.22% | 69 |
|
|
2023
Q1 | $368K | Buy |
6,646
+561
| +9% | +$31.1K | 0.25% | 68 |
|
|
2022
Q4 | $308K | Buy |
+6,085
| New | +$308K | 0.22% | 75 |
|