Beaumont Financial Advisors’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
Q1 | – | Sell |
-2,368
| Closed | -$208K | – | 384 |
|
|
2024
Q4 | $208K | Buy |
+2,368
| New | +$208K | 0.02% | 354 |
|
|
2022
Q2 | – | Sell |
-3,333
| Closed | -$221K | – | 361 |
|
|
2022
Q1 | $221K | Buy |
3,333
+2
| +0.1% | +$133 | 0.02% | 335 |
|
|
2021
Q4 | $241K | Buy |
3,331
+1
| +0% | +$72 | 0.02% | 316 |
|
|
2021
Q3 | $213K | Hold |
3,330
| – | – | 0.02% | 339 |
|
|
2021
Q2 | $210K | Buy |
+3,330
| New | +$210K | 0.02% | 356 |
|
|
2018
Q4 | – | Sell |
-85,645
| Closed | -$3.28M | – | 235 |
|
|
2018
Q3 | $3.28M | Buy |
+85,645
| New | +$3.28M | 0.33% | 71 |
|