Bison Wealth’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
Q4 | $272K | Sell |
3,099
-118
| -4% | -$10.4K | 0.06% | 245 |
|
|
2024
Q3 | $267K | Buy |
+3,217
| New | +$267K | 0.04% | 341 |
|
|
2022
Q3 | – | Sell |
-1,218
| Closed | -$64K | – | 343 |
|
|
2022
Q2 | $64K | Hold |
1,218
| – | – | 0.04% | 219 |
|
|
2022
Q1 | $81K | Sell |
1,218
-396
| -25% | -$26.3K | 0.04% | 241 |
|
|
2021
Q4 | $117K | Hold |
1,614
| – | – | 0.07% | 208 |
|
|
2021
Q3 | $103K | Buy |
1,614
+396
| +33% | +$25.3K | 0.05% | 271 |
|
|
2021
Q2 | $77K | Hold |
1,218
| – | – | 0.03% | 297 |
|
|
2021
Q1 | $69K | Hold |
1,218
| – | – | 0.03% | 302 |
|
|
2020
Q4 | $67K | Hold |
1,218
| – | – | 0.03% | 280 |
|
|
2020
Q3 | $61K | Hold |
1,218
| – | – | 0.04% | 243 |
|
|
2020
Q2 | $55K | Buy |
1,218
+251
| +26% | +$11.3K | 0.03% | 251 |
|
|
2020
Q1 | $35K | Hold |
967
| – | – | 0.03% | 256 |
|
|
2019
Q4 | $41K | Buy |
+967
| New | +$41K | 0.02% | 302 |
|