Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,124
| Closed | -$496K | – | 386 |
|
|
2023
Q2 | $496K | Buy |
8,124
+600
| +8% | +$36.6K | 0.02% | 237 |
|
|
2023
Q1 | $417K | Sell |
7,524
-683
| -8% | -$37.8K | 0.02% | 250 |
|
|
2022
Q4 | $416K | Hold |
8,207
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $411K | Buy |
+8,207
| New | +$411K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-321
| Closed | -$12K | – | 1060 |
|
|
2018
Q3 | $12K | Buy |
+321
| New | +$12K | ﹤0.01% | 837 |
|