TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $912K | Buy |
10,372
+1,246
| +14% | +$110K | 0.13% | 164 |
|
|
2024
Q3 | $757K | Buy |
9,126
+472
| +5% | +$39.1K | 0.11% | 180 |
|
|
2024
Q2 | $693K | Buy |
8,654
+369
| +4% | +$29.6K | 0.11% | 178 |
|
|
2024
Q1 | $606K | Buy |
8,285
+916
| +12% | +$67K | 0.1% | 178 |
|
|
2023
Q4 | $479K | Buy |
7,369
+405
| +6% | +$26.4K | 0.09% | 194 |
|
|
2023
Q3 | $413K | Buy |
6,964
+3,038
| +77% | +$180K | 0.08% | 198 |
|
|
2023
Q2 | $240K | Buy |
3,926
+81
| +2% | +$4.94K | 0.05% | 247 |
|
|
2023
Q1 | $213K | Buy |
+3,845
| New | +$213K | 0.05% | 255 |
|