Acorn Financial Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,327
| Closed | -$215K | – | 228 |
|
2021
Q4 | $215K | Hold |
2,327
| – | – | 0.04% | 204 |
|
2021
Q3 | $202K | Sell |
2,327
-3,824
| -62% | -$332K | 0.06% | 212 |
|
2021
Q2 | $546K | Buy |
6,151
+6
| +0.1% | +$533 | 0.16% | 138 |
|
2021
Q1 | $529K | Buy |
6,145
+3
| +0% | +$258 | 0.19% | 121 |
|
2020
Q4 | $468K | Buy |
6,142
+141
| +2% | +$10.7K | 0.18% | 129 |
|
2020
Q3 | $355K | Buy |
6,001
+4
| +0.1% | +$237 | 0.19% | 136 |
|
2020
Q2 | $340K | Buy |
5,997
+8
| +0.1% | +$454 | 0.24% | 132 |
|
2020
Q1 | $276K | Buy |
5,989
+10
| +0.2% | +$461 | 0.27% | 123 |
|
2019
Q4 | $386K | Buy |
+5,979
| New | +$386K | 0.32% | 105 |
|