Windsor Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.04M | Sell |
17,562
-147
| -0.8% | -$8.71K | 0.19% | 64 |
|
2023
Q2 | $1.08M | Sell |
17,709
-220
| -1% | -$13.4K | 0.19% | 63 |
|
2023
Q1 | $995K | Buy |
17,929
+545
| +3% | +$30.2K | 0.19% | 64 |
|
2022
Q4 | $881K | Buy |
17,384
+10,077
| +138% | +$511K | 0.18% | 71 |
|
2022
Q3 | $370K | Hold |
7,307
| – | – | 0.09% | 104 |
|
2022
Q2 | $393K | Buy |
+7,307
| New | +$393K | 0.1% | 102 |
|