Golden State Equity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,293
| Closed | -$201K | – | 472 |
|
|
2024
Q4 | $201K | Sell |
2,293
-286
| -11% | -$25.1K | 0.04% | 417 |
|
|
2024
Q3 | $220K | Buy |
+2,579
| New | +$220K | 0.12% | 168 |
|
|
2023
Q4 | $8.87M | Buy |
136,250
+30,090
| +28% | +$1.96M | 2.15% | 5 |
|
|
2023
Q3 | $6.3M | Buy |
106,160
+97,926
| +1,189% | +$5.81M | 1.75% | 5 |
|
|
2023
Q2 | $500K | Sell |
8,234
-45,534
| -85% | -$2.77M | 0.14% | 179 |
|
|
2023
Q1 | $2.98M | Buy |
+53,768
| New | +$2.98M | 1.61% | 11 |
|
|
2022
Q1 | $4.58M | Buy |
69,226
+31,221
| +82% | +$2.07M | 2.31% | 5 |
|
|
2021
Q4 | $2.76M | Sell |
38,005
-83,443
| -69% | -$6.05M | 1.39% | 21 |
|
|
2021
Q3 | $7.78M | Buy |
121,448
+24,770
| +26% | +$1.59M | 3.17% | 4 |
|
|
2021
Q2 | $6.09M | Buy |
96,678
+35,488
| +58% | +$2.23M | 2.35% | 5 |
|
|
2021
Q1 | $3.45M | Buy |
61,190
+24,433
| +66% | +$1.38M | 1.97% | 10 |
|
|
2020
Q4 | $2.03M | Buy |
+36,757
| New | +$2.03M | 1.4% | 13 |
|