Heritage Wealth Management (California)’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 Q4	–	Sell	-3,954	Closed	-$328K	–	98
2024 Q3	$328K	Sell	3,954 -463	-10%	-$38.4K	0.23%	54
2024 Q2	$354K	Hold	4,417	–	–	0.26%	49
2024 Q1	$323K	Sell	4,417 -272	-6%	-$19.9K	0.24%	54
2023 Q4	$305K	Buy	+4,689	New	+$305K	0.24%	53