Transamerica Financial 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 467 |
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 523 |
|
2019
Q1 | – | Sell |
-20,398
| Closed | -$663K | – | 409 |
|
2018
Q4 | $663K | Buy |
+20,398
| New | +$663K | 0.17% | 92 |
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$51K | – | 669 |
|
2016
Q1 | $51K | Hold |
2,000
| – | – | ﹤0.01% | 367 |
|
2015
Q4 | $51K | Buy |
2,000
+1,600
| +400% | +$40.8K | ﹤0.01% | 405 |
|
2015
Q3 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 581 |
|
2015
Q2 | – | Sell |
-800
| Closed | -$20K | – | 928 |
|
2015
Q1 | $20K | Buy |
+800
| New | +$20K | ﹤0.01% | 545 |
|