NWM
NEIRG Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93,409
| Closed | -$5.7M | – | 105 |
|
|
2023
Q2 | $5.7M | Sell |
93,409
-42,955
| -32% | -$2.62M | 1.05% | 26 |
|
|
2023
Q1 | $7.55M | Sell |
136,364
-2,541
| -2% | -$141K | 1.31% | 26 |
|
|
2022
Q4 | $7.04M | Sell |
138,905
-12,860
| -8% | -$652K | 1.32% | 25 |
|
|
2022
Q3 | $7.6M | Buy |
151,765
+3,067
| +2% | +$154K | 1.52% | 23 |
|
|
2022
Q2 | $7.77M | Buy |
148,698
+4,986
| +3% | +$261K | 1.7% | 19 |
|
|
2022
Q1 | $9.52M | Buy |
143,712
+13,657
| +11% | +$904K | 1.86% | 17 |
|
|
2021
Q4 | $9.43M | Buy |
+130,055
| New | +$9.43M | 1.81% | 20 |
|