WFWM
Wechter Feldman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,908
| Closed | -$331K | – | 26 |
|
|
2019
Q4 | $331K | Buy |
7,908
+643
| +9% | +$26.9K | 0.22% | 25 |
|
|
2019
Q3 | $283K | Buy |
7,265
+569
| +8% | +$22.2K | 0.18% | 27 |
|
|
2019
Q2 | $259K | Hold |
6,696
| – | – | 0.17% | 30 |
|
|
2019
Q1 | $249K | Buy |
+6,696
| New | +$249K | 0.16% | 29 |
|