9258 Wealth Management’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $257K | Hold |
2,763
| – | – | 0.04% | 295 |
|
|
2024
Q2 | $237K | Hold |
2,763
| – | – | 0.04% | 300 |
|
|
2024
Q1 | $241K | Hold |
2,763
| – | – | 0.04% | 295 |
|
|
2023
Q4 | $231K | Hold |
2,763
| – | – | 0.04% | 286 |
|
|
2023
Q3 | $202K | Hold |
2,763
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $213K | Hold |
2,763
| – | – | 0.04% | 298 |
|
|
2023
Q1 | $204K | Buy |
+2,763
| New | +$204K | 0.04% | 303 |
|
|
2022
Q4 | – | Sell |
-2,989
| Closed | -$204K | – | 341 |
|
|
2022
Q3 | $204K | Sell |
2,989
-291
| -9% | -$19.9K | 0.05% | 300 |
|
|
2022
Q2 | $231K | Hold |
3,280
| – | – | 0.06% | 294 |
|
|
2022
Q1 | $275K | Hold |
3,280
| – | – | 0.06% | 297 |
|
|
2021
Q4 | $304K | Hold |
3,280
| – | – | 0.07% | 287 |
|
|
2021
Q3 | $286K | Hold |
3,280
| – | – | 0.08% | 271 |
|
|
2021
Q2 | $291K | Hold |
3,280
| – | – | 0.08% | 268 |
|
|
2021
Q1 | $282K | Hold |
3,280
| – | – | 0.08% | 257 |
|
|
2020
Q4 | $250K | Buy |
+3,280
| New | +$250K | 0.08% | 257 |
|
|
2020
Q3 | – | Sell |
-4,653
| Closed | -$264K | – | 308 |
|
|
2020
Q2 | $264K | Hold |
4,653
| – | – | 0.11% | 222 |
|
|
2020
Q1 | $234K | Hold |
4,653
| – | – | 0.1% | 226 |
|
|
2019
Q4 | $300K | Buy |
+4,653
| New | +$300K | 0.11% | 210 |
|