Presidio Capital 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-23,395
| Closed | -$1.43M | – | 44 |
|
2023
Q2 | $1.43M | Hold |
23,395
| – | – | 1.14% | 12 |
|
2023
Q1 | $1.3M | Sell |
23,395
-5,302
| -18% | -$294K | 1.12% | 12 |
|
2022
Q4 | $1.45M | Buy |
+28,697
| New | +$1.45M | 1.32% | 13 |
|
2022
Q2 | – | Sell |
-6,937
| Closed | -$459K | – | 35 |
|
2022
Q1 | $459K | Buy |
+6,937
| New | +$459K | 0.4% | 18 |
|