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 |
|