Consolidated Planning Corp’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
2025
Q1
Sell
-34,835
Closed -$3.06M 213
2024
Q4
$3.06M Buy
+34,835
New +$3.06M 0.42% 69
2023
Q2
Sell
-49,081
Closed -$2.72M 173
2023
Q1
$2.72M Buy
49,081
+29,796
+155% +$1.65M 0.7% 52
2022
Q4
$977K Buy
19,285
+14,460
+300% +$733K 0.27% 79
2022
Q3
$242K Sell
4,825
-26,686
-85% -$1.34M 0.08% 99
2022
Q2
$1.65M Buy
+31,511
New +$1.65M 0.51% 52