Avidian Wealth Enterprises’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
Q3
Sell
-5,655
Closed -$453K 525
2024
Q2
$453K Buy
5,655
+9
+0.2% +$721 0.02% 298
2024
Q1
$413K Buy
5,646
+508
+10% +$37.2K 0.02% 291
2023
Q4
$334K Sell
5,138
-3,019
-37% -$196K 0.02% 321
2023
Q3
$484K Buy
8,157
+393
+5% +$23.3K 0.03% 263
2023
Q2
$474K Buy
7,764
+158
+2% +$9.64K 0.03% 274
2023
Q1
$421K Sell
7,606
-9,914
-57% -$549K 0.02% 321
2022
Q4
$888K Buy
+17,520
New +$888K 0.06% 192