Confluence Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Buy |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $977K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $969K | Buy |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $505K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $505K | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $504K | Buy |
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|
2021
Q4 | $551K | Buy |
|