IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $447K | Sell |
7,322
-350
| -5% | -$21.4K | 0.11% | 199 |
|
|
2023
Q1 | $425K | Buy |
7,672
+11
| +0.1% | +$609 | 0.11% | 213 |
|
|
2022
Q4 | $388K | Hold |
7,661
| – | – | 0.12% | 198 |
|
|
2022
Q3 | $384K | Buy |
7,661
+1,658
| +28% | +$83.1K | 0.12% | 194 |
|
|
2022
Q2 | $314K | Sell |
6,003
-607
| -9% | -$31.8K | 0.09% | 221 |
|
|
2022
Q1 | $438K | Sell |
6,610
-509
| -7% | -$33.7K | 0.1% | 195 |
|
|
2021
Q4 | $516K | Buy |
7,119
+95
| +1% | +$6.89K | 0.11% | 179 |
|
|
2021
Q3 | $450K | Sell |
7,024
-85
| -1% | -$5.45K | 0.1% | 184 |
|
|
2021
Q2 | $448K | Sell |
7,109
-359
| -5% | -$22.6K | 0.09% | 188 |
|
|
2021
Q1 | $421K | Buy |
7,468
+284
| +4% | +$16K | 0.09% | 176 |
|
|
2020
Q4 | $397K | Sell |
7,184
-6
| -0.1% | -$332 | 0.1% | 167 |
|
|
2020
Q3 | $360K | Buy |
7,190
+478
| +7% | +$23.9K | 0.11% | 144 |
|
|
2020
Q2 | $302K | Buy |
+6,712
| New | +$302K | 0.1% | 146 |
|