Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-66,852
| Closed | -$3.77M | – | 289 |
|
|
2021
Q1 | $3.77M | Buy |
66,852
+927
| +1% | +$52.3K | 0.37% | 68 |
|
|
2020
Q4 | $3.65M | Sell |
65,925
-145
| -0.2% | -$8.02K | 0.37% | 67 |
|
|
2020
Q3 | $3.31M | Sell |
66,070
-5,779
| -8% | -$290K | 0.37% | 62 |
|
|
2020
Q2 | $3.23M | Sell |
71,849
-2,210
| -3% | -$99.3K | 0.4% | 62 |
|
|
2020
Q1 | $2.65M | Sell |
74,059
-3,610
| -5% | -$129K | 0.39% | 60 |
|
|
2019
Q4 | $3.26M | Buy |
77,669
+51,762
| +200% | +$2.17M | 0.38% | 65 |
|
|
2019
Q3 | $1.02M | Sell |
25,907
-38,242
| -60% | -$1.51M | 0.13% | 138 |
|
|
2019
Q2 | $2.49M | Sell |
64,149
-576
| -0.9% | -$22.3K | 0.32% | 75 |
|
|
2019
Q1 | $2.41M | Buy |
64,725
+2,487
| +4% | +$92.5K | 0.32% | 77 |
|
|
2018
Q4 | $2.12M | Buy |
+62,238
| New | +$2.12M | 0.3% | 84 |
|