Mason Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,708
| Closed | -$211K | – | 79 |
|
|
2020
Q2 | $211K | Buy |
+4,708
| New | +$211K | 0.03% | 77 |
|
|
2020
Q1 | – | Sell |
-12,046
| Closed | -$505K | – | 94 |
|
|
2019
Q4 | $505K | Hold |
12,046
| – | – | 0.07% | 71 |
|
|
2019
Q3 | $468K | Hold |
12,046
| – | – | 0.08% | 69 |
|
|
2019
Q2 | $467K | Hold |
12,046
| – | – | 0.08% | 68 |
|
|
2019
Q1 | $448K | Buy |
+12,046
| New | +$448K | 0.12% | 66 |
|