Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $60.9K | Hold |
1,100
| – | – | 0.03% | 65 |
|
|
2022
Q4 | $55.7K | Hold |
1,100
| – | – | 0.03% | 74 |
|
|
2022
Q3 | $55K | Hold |
1,100
| – | – | 0.03% | 78 |
|
|
2022
Q2 | $58K | Sell |
1,100
-68
| -6% | -$3.59K | 0.02% | 79 |
|
|
2022
Q1 | $77K | Buy |
1,168
+370
| +46% | +$24.4K | 0.03% | 77 |
|
|
2021
Q4 | $58K | Buy |
798
+130
| +19% | +$9.45K | 0.02% | 96 |
|
|
2021
Q3 | $43K | Hold |
668
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $42K | Sell |
668
-42
| -6% | -$2.64K | 0.02% | 105 |
|
|
2021
Q1 | $40K | Hold |
710
| – | – | 0.02% | 98 |
|
|
2020
Q4 | $39K | Buy |
+710
| New | +$39K | 0.02% | 93 |
|