Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.38M | Sell |
24,967
-454
| -2% | -$25.1K | 0.44% | 47 |
|
|
2020
Q3 | $1.27M | Hold |
25,421
| – | – | 0.5% | 43 |
|
|
2020
Q2 | $1.14M | Sell |
25,421
-2,270
| -8% | -$102K | 0.49% | 41 |
|
|
2020
Q1 | $990K | Hold |
27,691
| – | – | 0.5% | 39 |
|
|
2019
Q4 | $1.16M | Buy |
27,691
+211
| +0.8% | +$8.85K | 0.4% | 45 |
|
|
2019
Q3 | $1.07M | Buy |
+27,480
| New | +$1.07M | 0.37% | 58 |
|