BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $777K | Buy |
12,051
+3,103
| +35% | +$200K | 0.14% | 121 |
|
|
2019
Q3 | $533K | Sell |
8,948
-1,928
| -18% | -$115K | 0.11% | 150 |
|
|
2019
Q2 | $662K | Buy |
10,876
+3,505
| +48% | +$213K | 0.14% | 133 |
|
|
2019
Q1 | $440K | Sell |
7,371
-438
| -6% | -$26.1K | 0.1% | 163 |
|
|
2018
Q4 | $421K | Buy |
+7,809
| New | +$421K | 0.15% | 139 |
|