CPA
Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $422K | Buy |
5,824
+65
| +1% | +$4.71K | 0.13% | 112 |
|
|
2021
Q3 | $369K | Sell |
5,759
-56
| -1% | -$3.59K | 0.13% | 110 |
|
|
2021
Q2 | $366K | Buy |
5,815
+528
| +10% | +$33.2K | 0.13% | 117 |
|
|
2021
Q1 | $298K | Buy |
5,287
+162
| +3% | +$9.13K | 0.12% | 121 |
|
|
2020
Q4 | $283K | Buy |
5,125
+160
| +3% | +$8.84K | 0.12% | 119 |
|
|
2020
Q3 | $373 | Buy |
+4,965
| New | +$373 | 0.18% | 96 |
|
|
2020
Q1 | – | Sell |
-13,914
| Closed | -$583K | – | 129 |
|
|
2019
Q4 | $583K | Sell |
13,914
-12,929
| -48% | -$542K | 0.36% | 65 |
|
|
2019
Q3 | $1.04M | Buy |
26,843
+13,104
| +95% | +$509K | 0.47% | 48 |
|
|
2019
Q2 | $532K | Sell |
13,739
-238
| -2% | -$9.22K | 0.34% | 72 |
|
|
2019
Q1 | $520K | Sell |
13,977
-5,241
| -27% | -$195K | 0.37% | 73 |
|
|
2018
Q4 | $625K | Buy |
19,218
+3,968
| +26% | +$129K | 0.52% | 58 |
|
|
2018
Q3 | $583K | Buy |
15,250
+14,944
| +4,884% | +$571K | 0.43% | 74 |
|
|
2018
Q2 | $11K | Buy |
306
+278
| +993% | +$9.99K | 0.01% | 360 |
|
|
2018
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 482 |
|