BFA
BMS Financial Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-179,256
| Closed | -$13M | – | 118 |
|
|
2022
Q4 | $13M | Buy |
+179,256
| New | +$13M | 8.61% | 3 |
|
|
2022
Q3 | – | Sell |
-182,119
| Closed | -$13.2M | – | 114 |
|
|
2022
Q2 | $13.2M | Buy |
+182,119
| New | +$13.2M | 8.63% | 3 |
|
|
2022
Q1 | – | Sell |
-182,456
| Closed | -$13.2M | – | 110 |
|
|
2021
Q4 | $13.2M | Buy |
+182,456
| New | +$13.2M | 8.41% | 3 |
|