Newman & Schimel’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 | $232K | Buy |
4,575
+13
| +0.3% | +$659 | 0.1% | 46 |
|
|
2022
Q3 | $229K | Buy |
4,562
+12
| +0.3% | +$602 | 0.11% | 41 |
|
|
2022
Q2 | $238K | Buy |
4,550
+10
| +0.2% | +$523 | 0.11% | 42 |
|
|
2022
Q1 | $301K | Buy |
4,540
+8
| +0.2% | +$530 | 0.2% | 37 |
|
|
2021
Q4 | $328K | Sell |
4,532
-7,093
| -61% | -$513K | 0.19% | 37 |
|
|
2021
Q3 | $744K | Buy |
11,625
+7
| +0.1% | +$448 | 0.47% | 20 |
|
|
2021
Q2 | $732K | Buy |
11,618
+366
| +3% | +$23.1K | 0.46% | 19 |
|
|
2021
Q1 | $635K | Buy |
11,252
+190
| +2% | +$10.7K | 0.42% | 21 |
|
|
2020
Q4 | $612K | Buy |
+11,062
| New | +$612K | 0.51% | 20 |
|