Wealthquest’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
Q4 | $2.84M | Sell |
67,667
-11,160
| -14% | -$468K | 0.81% | 26 |
|
|
2019
Q3 | $3.07M | Sell |
78,827
-13,256
| -14% | -$515K | 1.02% | 21 |
|
|
2019
Q2 | $3.57M | Sell |
92,083
-14,704
| -14% | -$569K | 1.35% | 16 |
|
|
2019
Q1 | $3.97M | Buy |
106,787
+3,053
| +3% | +$114K | 1.5% | 15 |
|
|
2018
Q4 | $3.37M | Buy |
+103,734
| New | +$3.37M | 1.38% | 16 |
|