Elevated Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,129
| Closed | -$674K | – | 279 |
|
|
2024
Q3 | $674K | Sell |
8,129
-155
| -2% | -$12.9K | 0.18% | 177 |
|
|
2024
Q2 | $664K | Sell |
8,284
-317
| -4% | -$25.4K | 0.19% | 150 |
|
|
2024
Q1 | $629K | Buy |
8,601
+4,303
| +100% | +$315K | 0.18% | 121 |
|
|
2023
Q4 | $280K | Sell |
4,298
-7
| -0.2% | -$455 | 0.09% | 161 |
|
|
2023
Q3 | $255K | Buy |
4,305
+213
| +5% | +$12.6K | 0.09% | 156 |
|
|
2023
Q2 | $250K | Sell |
4,092
-2,165
| -35% | -$132K | 0.08% | 167 |
|
|
2023
Q1 | $346K | Buy |
6,257
+53
| +0.9% | +$2.93K | 0.12% | 143 |
|
|
2022
Q4 | $314K | Buy |
+6,204
| New | +$314K | 0.12% | 136 |
|
|
2021
Q3 | $1.75M | Buy |
+27,250
| New | +$1.75M | 0.6% | 44 |
|