FWM
Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.02M | Sell |
20,121
-174,787
| -90% | -$8.86M | 14.61% | 2 |
|
|
2022
Q3 | $9.77M | Sell |
194,908
-7,269
| -4% | -$364K | 2.24% | 7 |
|
|
2022
Q2 | $10.6M | Sell |
202,177
-4,673
| -2% | -$244K | 2.18% | 7 |
|
|
2022
Q1 | $13.7M | Sell |
206,850
-1,520
| -0.7% | -$101K | 2.54% | 6 |
|
|
2021
Q4 | $15.1M | Sell |
208,370
-5,610
| -3% | -$407K | 0.19% | 5 |
|
|
2021
Q3 | $13.7M | Buy |
213,980
+12,271
| +6% | +$786K | 2.75% | 5 |
|
|
2021
Q2 | $12.7M | Sell |
201,709
-1,886
| -0.9% | -$119K | 2.82% | 3 |
|
|
2021
Q1 | $11.5M | Sell |
203,595
-1,793
| -0.9% | -$101K | 2.91% | 3 |
|
|
2020
Q4 | $11.4M | Sell |
205,388
-37,452
| -15% | -$2.07M | 3.01% | 4 |
|
|
2020
Q3 | $12.2M | Sell |
242,840
-3,599
| -1% | -$180K | 4.07% | 4 |
|
|
2020
Q2 | $11.1M | Sell |
246,439
-65,775
| -21% | -$2.95M | 5.05% | 1 |
|
|
2020
Q1 | $11.2M | Buy |
312,214
+6,041
| +2% | +$216K | 7.69% | 1 |
|
|
2019
Q4 | $12.8M | Buy |
306,173
+9,179
| +3% | +$385K | 7.9% | 1 |
|
|
2019
Q3 | $11.6M | Sell |
296,994
-3,861
| -1% | -$150K | 8.33% | 1 |
|
|
2019
Q2 | $11.7M | Buy |
300,855
+7,743
| +3% | +$300K | 8.8% | 1 |
|
|
2019
Q1 | $10.9M | Buy |
293,112
+32,982
| +13% | +$1.23M | 9.47% | 1 |
|
|
2018
Q4 | $8.45M | Buy |
+260,130
| New | +$8.45M | 8.98% | 1 |
|