Personal Wealth Partners’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
Q2 | – | Sell |
-83,837
| Closed | -$5.55M | – | 57 |
|
|
2022
Q1 | $5.55M | Buy |
83,837
+28,942
| +53% | +$1.92M | 2.42% | 12 |
|
|
2021
Q4 | $3.98M | Buy |
54,895
+16,868
| +44% | +$1.22M | 1.64% | 16 |
|
|
2021
Q3 | $2.43M | Buy |
38,027
+2,655
| +8% | +$170K | 1.03% | 22 |
|
|
2021
Q2 | $2.23M | Buy |
35,372
+9,209
| +35% | +$580K | 0.9% | 22 |
|
|
2021
Q1 | $1.48M | Buy |
26,163
+11,182
| +75% | +$631K | 0.67% | 24 |
|
|
2020
Q4 | $828K | Buy |
14,981
+8,228
| +122% | +$455K | 0.39% | 28 |
|
|
2020
Q3 | $338K | Buy |
+6,753
| New | +$338K | 0.18% | 51 |
|