RZH
Relyea Zuckerberg Hanson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Sell |
88,631
-2,376
| -3% | -$226K | 0.99% | 20 |
|
|
2025
Q1 | $7.31M | Buy |
91,007
+2
| +0% | +$161 | 0.99% | 19 |
|
|
2024
Q4 | $8M | Buy |
91,005
+1,606
| +2% | +$141K | 1.08% | 18 |
|
|
2024
Q3 | $7.41M | Sell |
89,399
-1,600
| -2% | -$133K | 1.13% | 19 |
|
|
2024
Q2 | $7.29M | Sell |
90,999
-2,070
| -2% | -$166K | 1.22% | 17 |
|
|
2024
Q1 | $6.81M | Sell |
93,069
-407
| -0.4% | -$29.8K | 1.19% | 17 |
|
|
2023
Q4 | $6.08M | Buy |
93,476
+713
| +0.8% | +$46.4K | 1.19% | 17 |
|
|
2023
Q3 | $5.5M | Sell |
92,763
-2,812
| -3% | -$167K | 1.25% | 16 |
|
|
2023
Q2 | $5.83M | Sell |
95,575
-1,097
| -1% | -$66.9K | 1.31% | 16 |
|
|
2023
Q1 | $5.35M | Sell |
96,672
-893
| -0.9% | -$49.4K | 1.31% | 16 |
|
|
2022
Q4 | $4.94M | Sell |
97,565
-7,329
| -7% | -$371K | 1.41% | 17 |
|
|
2022
Q3 | $5.26M | Buy |
104,894
+297
| +0.3% | +$14.9K | 1.9% | 11 |
|
|
2022
Q2 | $5.47M | Buy |
104,597
+3,097
| +3% | +$162K | 2.04% | 11 |
|
|
2022
Q1 | $6.45M | Sell |
101,500
-627
| -0.6% | -$39.8K | 2.11% | 13 |
|
|
2021
Q4 | $6.53M | Hold |
102,127
| – | – | 2.37% | 8 |
|
|
2021
Q3 | $6.54M | Sell |
102,127
-460
| -0.4% | -$29.4K | 2.54% | 7 |
|
|
2021
Q2 | $6.46M | Sell |
102,587
-1,140
| -1% | -$71.8K | 2.65% | 5 |
|
|
2021
Q1 | $6.29M | Sell |
103,727
-240
| -0.2% | -$14.5K | 2.77% | 5 |
|
|
2020
Q4 | $5.75M | Buy |
103,967
+450
| +0.4% | +$24.9K | 3.08% | 7 |
|
|
2020
Q3 | $5.39M | Buy |
103,517
+1,235
| +1% | +$64.3K | 3.47% | 6 |
|
|
2020
Q2 | $4.6M | Buy |
102,282
+1,640
| +2% | +$73.7K | 3.66% | 5 |
|
|
2020
Q1 | $3.6M | Sell |
100,642
-1,931
| -2% | -$69K | 3.94% | 6 |
|
|
2019
Q4 | $4.3M | Buy |
+102,573
| New | +$4.3M | 4.13% | 4 |
|