CWSR
Chessman Wealth Strategies RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,127
| Closed | -$238K | – | 5 |
|
|
2019
Q3 | $238K | Sell |
6,127
-69,294
| -92% | -$2.69M | 6.49% | 5 |
|
|
2019
Q2 | $2.99M | Sell |
75,421
-298,092
| -80% | -$11.8M | 16.23% | 1 |
|
|
2019
Q1 | $13.9M | Sell |
373,513
-68,836
| -16% | -$2.56M | 11.89% | 5 |
|
|
2018
Q4 | $14.4M | Buy |
442,349
+138,233
| +45% | +$4.49M | 15.31% | 1 |
|
|
2018
Q3 | $11.6M | Sell |
304,116
-92,528
| -23% | -$3.54M | 10.23% | 1 |
|
|
2018
Q2 | $13.9M | Buy |
396,644
+265,984
| +204% | +$9.34M | 12.27% | 3 |
|
|
2018
Q1 | $4.38M | Sell |
130,660
-36,835
| -22% | -$1.23M | 5.52% | 5 |
|
|
2017
Q4 | $5.53M | Buy |
+167,495
| New | +$5.53M | 5.53% | 7 |
|