WealthSource Partners’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 |
-3,351
| Closed | -$222K | – | 596 |
|
|
2022
Q1 | $222K | Sell |
3,351
-8,049
| -71% | -$533K | 0.02% | 523 |
|
|
2021
Q4 | $826K | Buy |
+11,400
| New | +$826K | 0.07% | 215 |
|
|
2021
Q1 | – | Sell |
-11,296
| Closed | -$625K | – | 447 |
|
|
2020
Q4 | $625K | Buy |
+11,296
| New | +$625K | 0.07% | 175 |
|