EWM
Evermay Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100
| Closed | -$8.79K | – | 606 |
|
|
2024
Q4 | $8.79K | Hold |
100
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $8.29K | Buy |
+100
| New | +$8.29K | ﹤0.01% | 472 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$18K | – | 552 |
|
|
2022
Q2 | $18K | Buy |
+340
| New | +$18K | ﹤0.01% | 352 |
|