Mosaic Family Wealth’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $1.66M | Hold |
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|
2021
Q2 | $1.64M | Hold |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $953K | Buy |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $275K | Hold |
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|
2019
Q2 | $274K | Hold |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $28K | Hold |
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|
2018
Q2 | $28K | Hold |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $26K | Buy |
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