BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $231 | Hold |
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|
2023
Q1 | $222 | Hold |
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|
2022
Q4 | $217 | Hold |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $78K | Hold |
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|
2021
Q1 | $76K | Hold |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $132K | Hold |
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|
2019
Q4 | $184K | Buy |
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|
2019
Q3 | $78K | Sell |
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|
2019
Q2 | $94K | Sell |
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|
2019
Q1 | $98K | Sell |
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|
2018
Q4 | $189K | Buy |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $229K | Sell |
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|
2017
Q4 | $249K | Buy |
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|
2017
Q3 | $247K | Sell |
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|
2017
Q2 | $276K | Sell |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $5M | Buy |
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|
2016
Q3 | $4.4M | Buy |
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|
2016
Q2 | $3.01M | Buy |
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|
2016
Q1 | $1.24M | Buy |
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