BHK Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,280
| Closed | -$244K | – | 79 |
|
|
2019
Q3 | $244K | Hold |
6,280
| – | – | 0.14% | 71 |
|
|
2019
Q2 | $243K | Sell |
6,280
-5,300
| -46% | -$205K | 0.14% | 77 |
|
|
2019
Q1 | $431K | Buy |
11,580
+5,300
| +84% | +$197K | 0.26% | 55 |
|
|
2018
Q4 | $204K | Hold |
6,280
| – | – | 0.15% | 65 |
|
|
2018
Q3 | $240K | Buy |
6,280
+100
| +2% | +$3.82K | 0.16% | 67 |
|
|
2018
Q2 | $217K | Buy |
+6,180
| New | +$217K | 0.15% | 70 |
|