SWA
SFMG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,319
| Closed | -$220K | – | 309 |
|
|
2022
Q1 | $220K | Hold |
3,319
| – | – | 0.02% | 256 |
|
|
2021
Q4 | $241K | Hold |
3,319
| – | – | 0.02% | 237 |
|
|
2021
Q3 | $212K | Sell |
3,319
-1
| -0% | -$64 | 0.02% | 233 |
|
|
2021
Q2 | $209K | Buy |
+3,320
| New | +$209K | 0.02% | 241 |
|