PRWA
Platte River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.23M | Buy |
26,857
+525
| +2% | +$43.5K | 0.6% | 31 |
|
|
2024
Q2 | $2.11M | Buy |
26,332
+947
| +4% | +$75.9K | 0.59% | 31 |
|
|
2024
Q1 | $1.86M | Buy |
25,385
+2,335
| +10% | +$171K | 0.53% | 38 |
|
|
2023
Q4 | $1.5M | Hold |
23,050
| – | – | 0.5% | 40 |
|
|
2023
Q3 | $1.37M | Hold |
23,050
| – | – | 0.5% | 38 |
|
|
2023
Q2 | $1.41M | Hold |
23,050
| – | – | 0.49% | 36 |
|
|
2023
Q1 | $1.28M | Sell |
23,050
-1,480
| -6% | -$81.9K | 0.49% | 36 |
|
|
2022
Q4 | $1.24M | Sell |
24,530
-2,450
| -9% | -$124K | 0.53% | 37 |
|
|
2022
Q3 | $1.35M | Hold |
26,980
| – | – | 0.6% | 33 |
|
|
2022
Q2 | $1.41M | Buy |
26,980
+23,050
| +587% | +$1.21M | 0.61% | 31 |
|
|
2022
Q1 | $260K | Buy |
3,930
+400
| +11% | +$26.5K | 0.09% | 79 |
|
|
2021
Q4 | $247K | Hold |
3,530
| – | – | 0.08% | 80 |
|
|
2021
Q3 | $226K | Hold |
3,530
| – | – | 0.08% | 84 |
|
|
2021
Q2 | $222K | Hold |
3,530
| – | – | 0.08% | 86 |
|
|
2021
Q1 | $209K | Hold |
3,530
| – | – | 0.09% | 83 |
|
|
2020
Q4 | $201K | Buy |
+3,530
| New | +$201K | 0.09% | 86 |
|