Concentric Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $309K | Buy |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $201K | Buy |
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