Integrated Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-400
| Closed | -$11K | – | 898 |
|
2016
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 745 |
|
2016
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 766 |
|
2016
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 705 |
|
2015
Q4 | $10K | Hold |
400
| – | – | ﹤0.01% | 772 |
|
2015
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 792 |
|
2015
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 795 |
|
2015
Q1 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 793 |
|