Beaird Harris Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.86K | Hold |
51
| – | – | ﹤0.01% | 425 |
|
2025
Q1 | $4.1K | Hold |
51
| – | – | ﹤0.01% | 399 |
|
2024
Q4 | $4.48K | Hold |
51
| – | – | ﹤0.01% | 384 |
|
2024
Q3 | $4.23K | Hold |
51
| – | – | ﹤0.01% | 386 |
|
2024
Q2 | $4.09K | Buy |
+51
| New | +$4.09K | ﹤0.01% | 466 |
|
2022
Q4 | – | Sell |
-744
| Closed | -$37K | – | 771 |
|
2022
Q3 | $37K | Hold |
744
| – | – | 0.01% | 183 |
|
2022
Q2 | $39K | Sell |
744
-81
| -10% | -$4.25K | 0.01% | 150 |
|
2022
Q1 | $55K | Hold |
825
| – | – | 0.02% | 182 |
|
2021
Q4 | $60K | Buy |
+825
| New | +$60K | 0.02% | 216 |
|