Carmichael Hill & Associates’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
Q3 | $401K | Buy |
4,832
+3,744
| +344% | +$311K | 0.14% | 112 |
|
2024
Q2 | $87.2K | Hold |
1,088
| – | – | 0.03% | 229 |
|
2024
Q1 | $79.6K | Hold |
1,088
| – | – | 0.03% | 245 |
|
2023
Q4 | $70.8K | Hold |
1,088
| – | – | 0.03% | 253 |
|
2023
Q3 | $64.5K | Hold |
1,088
| – | – | 0.03% | 247 |
|
2023
Q2 | $66.4K | Hold |
1,088
| – | – | 0.03% | 249 |
|
2023
Q1 | $60.2K | Hold |
1,088
| – | – | 0.03% | 258 |
|
2022
Q4 | $55.1K | Hold |
1,088
| – | – | 0.03% | 264 |
|
2022
Q3 | $55K | Buy |
1,088
+743
| +215% | +$37.6K | 0.03% | 262 |
|
2022
Q2 | $18K | Hold |
345
| – | – | 0.01% | 398 |
|
2022
Q1 | $23K | Sell |
345
-101
| -23% | -$6.73K | 0.01% | 387 |
|
2021
Q4 | $32K | Hold |
446
| – | – | 0.01% | 349 |
|
2021
Q3 | $29K | Hold |
446
| – | – | 0.01% | 369 |
|
2021
Q2 | $28K | Sell |
446
-69
| -13% | -$4.33K | 0.01% | 372 |
|
2021
Q1 | $29K | Hold |
515
| – | – | 0.02% | 354 |
|
2020
Q4 | $28K | Hold |
515
| – | – | 0.02% | 346 |
|
2020
Q3 | $26K | Sell |
515
-61
| -11% | -$3.08K | 0.02% | 330 |
|
2020
Q2 | $26K | Sell |
576
-90
| -14% | -$4.06K | 0.02% | 318 |
|
2020
Q1 | $24K | Hold |
666
| – | – | 0.02% | 302 |
|
2019
Q4 | $28K | Buy |
+666
| New | +$28K | 0.02% | 304 |
|