Financial Synergies Wealth 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
Q2 | – | Sell |
-16
| Closed | -$1.17K | – | 416 |
|
|
2024
Q1 | $1.17K | Hold |
16
| – | – | ﹤0.01% | 387 |
|
|
2023
Q4 | $811 | Hold |
16
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $949 | Hold |
16
| – | – | ﹤0.01% | 382 |
|
|
2023
Q2 | $977 | Hold |
16
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $886 | Hold |
16
| – | – | ﹤0.01% | 386 |
|
|
2022
Q4 | $811 | Hold |
16
| – | – | ﹤0.01% | 350 |
|
|
2022
Q3 | $802 | Hold |
16
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $837 | Buy |
+16
| New | +$837 | ﹤0.01% | 327 |
|