FirstPurpose Wealth’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
Q1 | $897K | Buy |
12,371
+118
| +1% | +$8.56K | 0.33% | 58 |
|
|
2023
Q4 | $797K | Sell |
12,253
-7
| -0.1% | -$455 | 0.3% | 61 |
|
|
2023
Q3 | $727K | Buy |
12,260
+692
| +6% | +$41K | 0.31% | 58 |
|
|
2023
Q2 | $706K | Buy |
11,568
+1,749
| +18% | +$107K | 0.3% | 55 |
|
|
2023
Q1 | $544K | Buy |
9,819
+2,015
| +26% | +$112K | 0.27% | 71 |
|
|
2022
Q4 | $395K | Buy |
7,804
+818
| +12% | +$41.4K | 0.22% | 87 |
|
|
2022
Q3 | $350K | Buy |
6,986
+2,285
| +49% | +$114K | 0.23% | 79 |
|
|
2022
Q2 | $246K | Buy |
+4,701
| New | +$246K | 0.17% | 114 |
|
|
2022
Q1 | – | Sell |
-3,128
| Closed | -$227K | – | 158 |
|
|
2021
Q4 | $227K | Buy |
+3,128
| New | +$227K | 0.14% | 121 |
|