Resonant Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,700
| Closed | -$321K | – | 176 |
|
|
2021
Q1 | $321K | Sell |
5,700
-3,380
| -37% | -$190K | 0.07% | 146 |
|
|
2020
Q4 | $502K | Hold |
9,080
| – | – | 0.12% | 105 |
|
|
2020
Q3 | $455K | Hold |
9,080
| – | – | 0.13% | 96 |
|
|
2020
Q2 | $408K | Hold |
9,080
| – | – | 0.12% | 121 |
|
|
2020
Q1 | $325K | Sell |
9,080
-2,400
| -21% | -$85.9K | 0.12% | 154 |
|
|
2019
Q4 | $481K | Buy |
+11,480
| New | +$481K | 0.15% | 147 |
|