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 |
|