Laurel Wealth Advisors (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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.49M | Buy |
68,915
+8,569
| +14% | +$434K | 0.34% | 68 |
|
|
2022
Q3 | $3.02M | Buy |
60,346
+8,708
| +17% | +$436K | 0.32% | 75 |
|
|
2022
Q2 | $2.7M | Sell |
51,638
-25,450
| -33% | -$1.33M | 0.28% | 87 |
|
|
2022
Q1 | $5.1M | Buy |
77,088
+11,023
| +17% | +$730K | 0.42% | 53 |
|
|
2021
Q4 | $4.79M | Buy |
66,065
+61,257
| +1,274% | +$4.44M | 0.37% | 61 |
|
|
2021
Q3 | $308K | Sell |
4,808
-36,201
| -88% | -$2.32M | 0.06% | 329 |
|
|
2021
Q2 | $2.58M | Buy |
41,009
+2,325
| +6% | +$146K | 0.33% | 72 |
|
|
2021
Q1 | $2.18M | Sell |
38,684
-2,343
| -6% | -$132K | 0.33% | 72 |
|
|
2020
Q4 | $2.27M | Buy |
41,027
+3,313
| +9% | +$183K | 0.33% | 68 |
|
|
2020
Q3 | $1.89M | Sell |
37,714
-39,942
| -51% | -$2M | 0.31% | 76 |
|
|
2020
Q2 | $3.49M | Buy |
77,656
+5,504
| +8% | +$247K | 0.64% | 38 |
|
|
2020
Q1 | $2.58M | Buy |
72,152
+36,732
| +104% | +$1.31M | 0.59% | 40 |
|
|
2019
Q4 | $1.49M | Buy |
+35,420
| New | +$1.49M | 0.25% | 104 |
|