IWA
IBEX Wealth Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54,414
| Closed | -$2.85M | – | 165 |
|
|
2022
Q2 | $2.85M | Sell |
54,414
-63
| -0.1% | -$3.29K | 0.66% | 60 |
|
|
2022
Q1 | $3.61M | Sell |
54,477
-5,648
| -9% | -$374K | 0.69% | 50 |
|
|
2021
Q4 | $4.36M | Buy |
60,125
+3,704
| +7% | +$268K | 0.77% | 48 |
|
|
2021
Q3 | $3.61M | Sell |
56,421
-2,240
| -4% | -$143K | 0.7% | 60 |
|
|
2021
Q2 | $3.69M | Buy |
58,661
+812
| +1% | +$51.1K | 0.74% | 57 |
|
|
2021
Q1 | $3.26M | Buy |
57,849
+13,602
| +31% | +$767K | 0.8% | 54 |
|
|
2020
Q4 | $2.45M | Buy |
+44,247
| New | +$2.45M | 0.64% | 62 |
|
|
2019
Q3 | – | Sell |
-4,613
| Closed | -$178K | – | 321 |
|
|
2019
Q2 | $178K | Buy |
+4,613
| New | +$178K | 0.05% | 138 |
|
|
2017
Q1 | – | Sell |
-86
| Closed | -$9K | – | 341 |
|
|
2016
Q4 | $9K | Buy |
+86
| New | +$9K | ﹤0.01% | 308 |
|