Partnership Wealth Management’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
Q4
Sell
-1,299
Closed -$108K 165
2024
Q3
$108K Sell
1,299
-568
-30% -$47.1K 0.08% 89
2024
Q2
$150K Buy
1,867
+2
+0.1% +$160 0.11% 106
2024
Q1
$136K Buy
1,865
+3
+0.2% +$219 0.1% 114
2023
Q4
$125K Buy
+1,862
New +$125K 0.09% 113