PFA
Pathway Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,025
| Closed | -$202K | – | 131 |
|
|
2022
Q3 | $202K | Hold |
4,025
| – | – | 0.07% | 126 |
|
|
2022
Q2 | $210K | Sell |
4,025
-1,960
| -33% | -$102K | 0.09% | 126 |
|
|
2022
Q1 | $396K | Buy |
5,985
+936
| +19% | +$61.9K | 0.15% | 81 |
|
|
2021
Q4 | $335K | Buy |
+5,049
| New | +$335K | 0.12% | 91 |
|