BWM
BCGM Wealth Management’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
2,648
-513
| -16% | -$45.5K | 0.07% | 152 |
|
|
2025
Q1 | $262K | Buy |
3,161
+8
| +0.3% | +$664 | 0.08% | 137 |
|
|
2024
Q4 | $285K | Buy |
3,153
+12
| +0.4% | +$1.08K | 0.09% | 133 |
|
|
2024
Q3 | $292K | Buy |
3,141
+10
| +0.3% | +$931 | 0.09% | 132 |
|
|
2024
Q2 | $269K | Buy |
3,131
+9
| +0.3% | +$773 | 0.09% | 132 |
|
|
2024
Q1 | $272K | Buy |
3,122
+7
| +0.2% | +$611 | 0.1% | 124 |
|
|
2023
Q4 | $260K | Buy |
3,115
+7
| +0.2% | +$585 | 0.11% | 118 |
|
|
2023
Q3 | $228K | Sell |
3,108
-10
| -0.3% | -$733 | 0.1% | 114 |
|
|
2023
Q2 | $240K | Buy |
+3,118
| New | +$240K | 0.11% | 110 |
|
|
2023
Q1 | – | Sell |
-3,105
| Closed | -$224K | – | 112 |
|
|
2022
Q4 | $224K | Buy |
3,105
+8
| +0.3% | +$578 | 0.11% | 105 |
|
|
2022
Q3 | $224K | Buy |
3,097
+22
| +0.7% | +$1.59K | 0.11% | 102 |
|
|
2022
Q2 | $242K | Buy |
3,075
+6
| +0.2% | +$472 | 0.12% | 99 |
|
|
2022
Q1 | $233K | Buy |
3,069
+3
| +0.1% | +$228 | 0.13% | 100 |
|
|
2021
Q4 | $285K | Sell |
3,066
-109
| -3% | -$10.1K | 0.15% | 91 |
|
|
2021
Q3 | $288K | Buy |
3,175
+1
| +0% | +$91 | 0.16% | 88 |
|
|
2021
Q2 | $281K | Buy |
3,174
+2
| +0.1% | +$177 | 0.17% | 84 |
|
|
2021
Q1 | $269K | Buy |
3,172
+1
| +0% | +$85 | 0.18% | 84 |
|
|
2020
Q4 | $284K | Buy |
+3,171
| New | +$284K | 0.2% | 80 |
|