Clear Point Advisors’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
Q4
Sell
-1,822
Closed -$151K 474
2024
Q3
$151K Sell
1,822
-371
-17% -$30.8K 0.12% 121
2024
Q2
$176K Sell
2,193
-212
-9% -$17K 0.14% 109
2024
Q1
$176K Buy
2,405
+3
+0.1% +$219 0.14% 109
2023
Q4
$156K Buy
+2,402
New +$156K 0.14% 110