Doyle Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $18.2M | Buy |
362,570
+21,607
| +6% | +$1.08M | 1.56% | 19 |
|
2022
Q2 | $17.8M | Buy |
340,963
+19,354
| +6% | +$1.01M | 1.44% | 21 |
|
2022
Q1 | $21.3M | Buy |
321,609
+42,388
| +15% | +$2.81M | 1.54% | 19 |
|
2021
Q4 | $20.2M | Buy |
279,221
+36,161
| +15% | +$2.62M | 1.45% | 22 |
|
2021
Q3 | $15.6M | Buy |
243,060
+57,678
| +31% | +$3.69M | 1.24% | 33 |
|
2021
Q2 | $11.7M | Buy |
185,382
+46,411
| +33% | +$2.92M | 0.97% | 41 |
|
2021
Q1 | $7.84M | Buy |
138,971
+18,870
| +16% | +$1.06M | 0.75% | 51 |
|
2020
Q4 | $6.64M | Buy |
120,101
+15,578
| +15% | +$861K | 0.68% | 51 |
|
2020
Q3 | $5.24M | Buy |
104,523
+23,452
| +29% | +$1.18M | 0.61% | 52 |
|
2020
Q2 | $3.64M | Buy |
81,071
+34,137
| +73% | +$1.53M | 0.48% | 49 |
|
2020
Q1 | $1.68M | Buy |
46,934
+8,805
| +23% | +$315K | 0.27% | 53 |
|
2019
Q4 | $1.6M | Buy |
38,129
+4,273
| +13% | +$179K | 0.2% | 62 |
|
2019
Q3 | $1.32M | Buy |
33,856
+9,136
| +37% | +$355K | 0.18% | 69 |
|
2019
Q2 | $957K | Buy |
24,720
+2,218
| +10% | +$85.9K | 0.13% | 76 |
|
2019
Q1 | $853K | Buy |
22,502
+10,840
| +93% | +$411K | 0.12% | 77 |
|
2018
Q4 | $379K | Buy |
11,662
+4,654
| +66% | +$151K | 0.06% | 118 |
|
2018
Q3 | $268K | Buy |
7,008
+852
| +14% | +$32.6K | 0.04% | 162 |
|
2018
Q2 | $216K | Buy |
+6,156
| New | +$216K | 0.04% | 169 |
|