Bernardo Wealth Planning’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
$214K Buy
+2,245
New +$214K 0.05% 115
2020
Q1
Sell
-5,994
Closed -$251K 158
2019
Q4
$251K Sell
5,994
-4,329
-42% -$181K 0.15% 139
2019
Q3
$401K Buy
+10,323
New +$401K 0.29% 93