9258 Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $231K | Hold |
|
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|
2023
Q3 | $202K | Hold |
|
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $204K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $231K | Hold |
|
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $304K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $264K | Hold |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $300K | Buy |
|