EMAM
Encompass More Asset Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,771
| Closed | -$2.8M | – | 214 |
|
|
2024
Q3 | $2.8M | Sell |
33,771
-1,163
| -3% | -$96.5K | 1.07% | 24 |
|
|
2024
Q2 | $2.8M | Buy |
34,934
+2,750
| +9% | +$220K | 2% | 14 |
|
|
2024
Q1 | $2.35M | Sell |
32,184
-31,797
| -50% | -$2.33M | 1.95% | 15 |
|
|
2023
Q4 | $4.16M | Buy |
+63,981
| New | +$4.16M | 4.68% | 3 |
|