BAM
Bruderman Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,594
| Closed | -$305K | – | 74 |
|
|
2022
Q1 | $305K | Sell |
4,594
-15,105
| -77% | -$1M | 0.46% | 57 |
|
|
2021
Q4 | $1.43M | Sell |
19,699
-45,150
| -70% | -$3.28M | 1.09% | 32 |
|
|
2021
Q3 | $4.15M | Buy |
+64,849
| New | +$4.15M | 1.04% | 34 |
|
|
2021
Q2 | – | Sell |
-61,207
| Closed | -$3.45M | – | 114 |
|
|
2021
Q1 | $3.45M | Sell |
61,207
-1,695
| -3% | -$95.6K | 0.96% | 34 |
|
|
2020
Q4 | $3.48M | Buy |
62,902
+18,909
| +43% | +$1.05M | 1.01% | 36 |
|
|
2020
Q3 | $2.21M | Sell |
43,993
-638
| -1% | -$32K | 0.72% | 45 |
|
|
2020
Q2 | $2.02M | Buy |
44,631
+364
| +0.8% | +$16.5K | 0.67% | 47 |
|
|
2020
Q1 | $1.51M | Buy |
+44,267
| New | +$1.51M | 0.6% | 44 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$4K | – | 490 |
|
|
2019
Q1 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 519 |
|