Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,168
| Closed | -$366K | – | 79 |
|
|
2024
Q4 | $366K | Sell |
4,168
-38
| -0.9% | -$3.34K | 0.2% | 62 |
|
|
2024
Q3 | $349K | Buy |
4,206
+2
| +0% | +$166 | 0.21% | 63 |
|
|
2024
Q2 | $337K | Sell |
4,204
-187
| -4% | -$15K | 0.22% | 61 |
|
|
2024
Q1 | $321K | Sell |
4,391
-69
| -2% | -$5.05K | 0.23% | 61 |
|
|
2023
Q4 | $290K | Sell |
4,460
-394
| -8% | -$25.6K | 0.27% | 53 |
|
|
2023
Q3 | $288K | Sell |
4,854
-1,403
| -22% | -$83.2K | 0.3% | 48 |
|
|
2023
Q2 | $382K | Sell |
6,257
-860
| -12% | -$52.5K | 0.39% | 44 |
|
|
2023
Q1 | $394K | Sell |
7,117
-2,773
| -28% | -$154K | 0.44% | 38 |
|
|
2022
Q4 | $501K | Sell |
9,890
-1,623
| -14% | -$82.2K | 0.54% | 36 |
|
|
2022
Q3 | $577K | Buy |
11,513
+4,245
| +58% | +$213K | 0.74% | 32 |
|
|
2022
Q2 | $380K | Buy |
7,268
+268
| +4% | +$14K | 0.46% | 43 |
|
|
2022
Q1 | $463K | Sell |
7,000
-523
| -7% | -$34.6K | 0.46% | 41 |
|
|
2021
Q4 | $545K | Buy |
+7,523
| New | +$545K | 0.44% | 46 |
|