Heritage Wealth Advisors’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
2023
Q2
Sell
-1,182
Closed -$65.4K 587
2023
Q1
$65.4K Sell
1,182
-1,413
-54% -$78.2K ﹤0.01% 290
2022
Q4
$131K Buy
+2,595
New +$131K 0.01% 241