BWA
Boulder Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.34M | Buy |
41,549
+1,221
| +3% | +$98.1K | 1.94% | 10 |
|
|
2024
Q4 | $3.54M | Buy |
40,328
+2,376
| +6% | +$209K | 1.83% | 11 |
|
|
2024
Q3 | $3.15M | Buy |
37,952
+2,731
| +8% | +$227K | 1.71% | 11 |
|
|
2024
Q2 | $2.82M | Buy |
35,221
+2,336
| +7% | +$187K | 1.65% | 9 |
|
|
2024
Q1 | $2.41M | Buy |
+32,885
| New | +$2.41M | 1.49% | 9 |
|
|
2022
Q4 | $10.9M | Buy |
+215,018
| New | +$10.9M | 9.75% | 5 |
|