Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,023
| Closed | -$499K | – | 153 |
|
|
2020
Q4 | $499K | Hold |
9,023
| – | – | 0.14% | 103 |
|
|
2020
Q3 | $452K | Sell |
9,023
-1,935
| -18% | -$96.9K | 0.15% | 101 |
|
|
2020
Q2 | $492K | Hold |
10,958
| – | – | 0.19% | 90 |
|
|
2020
Q1 | $392K | Hold |
10,958
| – | – | 0.19% | 84 |
|
|
2019
Q4 | $459K | Hold |
10,958
| – | – | 0.17% | 90 |
|
|
2019
Q3 | $426K | Hold |
10,958
| – | – | 0.17% | 91 |
|
|
2019
Q2 | $424K | Buy |
+10,958
| New | +$424K | 0.17% | 89 |
|