Aveo Capital 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
Q4 | – | Sell |
-16,867
| Closed | -$1,000K | – | 367 |
|
2023
Q3 | $1,000K | Buy |
16,867
+1
| +0% | +$59 | 0.13% | 126 |
|
2023
Q2 | $1.03M | Buy |
16,866
+301
| +2% | +$18.4K | 0.13% | 127 |
|
2023
Q1 | $917K | Buy |
16,565
+19
| +0.1% | +$1.05K | 0.12% | 125 |
|
2022
Q4 | $838K | Buy |
+16,546
| New | +$838K | 0.13% | 128 |
|
2020
Q4 | – | Sell |
-5,534
| Closed | -$277K | – | 159 |
|
2020
Q3 | $277K | Buy |
+5,534
| New | +$277K | 0.1% | 162 |
|
2020
Q2 | – | Sell |
-6,602
| Closed | -$236K | – | 136 |
|
2020
Q1 | $236K | Sell |
6,602
-9,925
| -60% | -$355K | 0.11% | 132 |
|
2019
Q4 | $693K | Sell |
16,527
-1,876
| -10% | -$78.7K | 0.27% | 84 |
|
2019
Q3 | $733K | Sell |
18,403
-306,472
| -94% | -$12.2M | 0.3% | 77 |
|
2019
Q2 | $12.9M | Buy |
324,875
+318,435
| +4,945% | +$12.7M | 5.62% | 1 |
|
2019
Q1 | $240K | Buy |
+6,440
| New | +$240K | 0.11% | 141 |
|
2018
Q4 | – | Sell |
-5,906
| Closed | -$212K | – | 146 |
|
2018
Q3 | $212K | Buy |
+5,906
| New | +$212K | 0.09% | 127 |
|