Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $57.2K | Buy |
1,128
+564
| +100% | +$28.6K | 0.01% | 482 |
|
|
2022
Q3 | $28K | Sell |
564
-85
| -13% | -$4.22K | 0.01% | 479 |
|
|
2022
Q2 | $33.9K | Hold |
649
| – | – | 0.01% | 474 |
|
|
2022
Q1 | $43K | Buy |
+649
| New | +$43K | 0.01% | 494 |
|
|
2021
Q3 | $51K | Sell |
800
-589
| -42% | -$37.5K | 0.02% | 442 |
|
|
2021
Q2 | $87K | Sell |
1,389
-26
| -2% | -$1.63K | 0.03% | 362 |
|
|
2021
Q1 | $80K | Buy |
+1,415
| New | +$80K | 0.05% | 284 |
|