Halpern Financial’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
Q3 | $71.9K | Buy |
878
+63
| +8% | +$5.16K | 0.02% | 81 |
|
|
2024
Q2 | $65.3K | Sell |
815
-130
| -14% | -$10.4K | 0.02% | 85 |
|
|
2024
Q1 | $69K | Sell |
945
-4,980
| -84% | -$364K | 0.02% | 82 |
|
|
2023
Q4 | $376K | Hold |
5,925
| – | – | 0.12% | 41 |
|
|
2023
Q3 | $351K | Sell |
5,925
-620
| -9% | -$36.8K | 0.12% | 42 |
|
|
2023
Q2 | $399K | Hold |
6,545
| – | – | 0.14% | 32 |
|
|
2023
Q1 | $362K | Hold |
6,545
| – | – | 0.13% | 34 |
|
|
2022
Q4 | $332K | Hold |
6,545
| – | – | 0.12% | 37 |
|
|
2022
Q3 | $328K | Sell |
6,545
-1,373
| -17% | -$68.8K | 0.13% | 37 |
|
|
2022
Q2 | $414K | Buy |
7,918
+1,029
| +15% | +$53.8K | 0.16% | 33 |
|
|
2022
Q1 | $456K | Buy |
+6,889
| New | +$456K | 0.17% | 42 |
|