Lee Financial’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,336
| Closed | -$86.9K | – | 724 |
|
2023
Q4 | $86.9K | Hold |
1,336
| – | – | 0.02% | 187 |
|
2023
Q3 | $79.2K | Sell |
1,336
-318
| -19% | -$18.9K | 0.01% | 174 |
|
2023
Q2 | $101K | Buy |
1,654
+1
| +0.1% | +$61 | 0.02% | 162 |
|
2023
Q1 | $91.5K | Buy |
1,653
+1
| +0.1% | +$55 | 0.02% | 178 |
|
2022
Q4 | $83.7K | Buy |
1,652
+1
| +0.1% | +$51 | 0.01% | 212 |
|
2022
Q3 | $83K | Sell |
1,651
-56
| -3% | -$2.82K | 0.02% | 204 |
|
2022
Q2 | $89K | Buy |
1,707
+1,337
| +361% | +$69.7K | 0.02% | 196 |
|
2022
Q1 | $24K | Buy |
370
+13
| +4% | +$843 | ﹤0.01% | 314 |
|
2021
Q4 | $26K | Buy |
357
+13
| +4% | +$947 | ﹤0.01% | 331 |
|
2021
Q3 | $22K | Buy |
344
+12
| +4% | +$767 | ﹤0.01% | 324 |
|
2021
Q2 | $21K | Buy |
+332
| New | +$21K | ﹤0.01% | 320 |
|