Forum Financial Management’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 |
-3,197
| Closed | -$234K | – | 762 |
|
|
2024
Q1 | $234K | Sell |
3,197
-900
| -22% | -$65.8K | ﹤0.01% | 626 |
|
|
2023
Q4 | $267K | Sell |
4,097
-1,902
| -32% | -$124K | 0.01% | 507 |
|
|
2023
Q3 | $356K | Sell |
5,999
-135
| -2% | -$8K | 0.01% | 368 |
|
|
2023
Q2 | $374K | Sell |
6,134
-74
| -1% | -$4.52K | 0.01% | 370 |
|
|
2023
Q1 | $344K | Buy |
6,208
+186
| +3% | +$10.3K | 0.01% | 360 |
|
|
2022
Q4 | $305K | Sell |
6,022
-3,282
| -35% | -$166K | 0.01% | 388 |
|
|
2022
Q3 | $466K | Buy |
9,304
+64
| +0.7% | +$3.21K | 0.02% | 231 |
|
|
2022
Q2 | $483K | Sell |
9,240
-569
| -6% | -$29.7K | 0.02% | 241 |
|
|
2022
Q1 | $649K | Buy |
9,809
+2,331
| +31% | +$154K | 0.03% | 197 |
|
|
2021
Q4 | $542K | Buy |
+7,478
| New | +$542K | 0.03% | 225 |
|