WAM
Worth Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,930
| Closed | -$118K | – | 381 |
|
|
2023
Q2 | $118K | Hold |
1,930
| – | – | 0.09% | 123 |
|
|
2023
Q1 | $107K | Hold |
1,930
| – | – | 0.08% | 125 |
|
|
2022
Q4 | $97.8K | Hold |
1,930
| – | – | 0.07% | 126 |
|
|
2022
Q3 | $97K | Sell |
1,930
-1,420
| -42% | -$71.4K | 0.07% | 98 |
|
|
2022
Q2 | $175K | Hold |
3,350
| – | – | 0.12% | 80 |
|
|
2022
Q1 | $180K | Buy |
+3,350
| New | +$180K | 0.12% | 81 |
|