Cahill Financial Advisors’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 | – | Sell |
-20,862
| Closed | -$1.79M | – | 264 |
|
|
2024
Q2 | $1.79M | Sell |
20,862
-1,480
| -7% | -$127K | 0.25% | 82 |
|
|
2024
Q1 | $1.95M | Sell |
22,342
-308
| -1% | -$26.9K | 0.27% | 71 |
|
|
2023
Q4 | $1.89M | Buy |
22,650
+779
| +4% | +$65.1K | 0.28% | 71 |
|
|
2023
Q3 | $1.6M | Buy |
21,871
+316
| +1% | +$23.2K | 0.27% | 80 |
|
|
2023
Q2 | $1.66M | Buy |
21,555
+331
| +2% | +$25.5K | 0.27% | 80 |
|
|
2023
Q1 | $1.57M | Buy |
21,224
+608
| +3% | +$44.8K | 0.28% | 80 |
|
|
2022
Q4 | $1.49M | Sell |
20,616
-42
| -0.2% | -$3.03K | 0.29% | 85 |
|
|
2022
Q3 | $1.41M | Buy |
20,658
+976
| +5% | +$66.5K | 0.3% | 78 |
|
|
2022
Q2 | $1.39M | Buy |
19,682
+1,248
| +7% | +$88K | 0.3% | 79 |
|
|
2022
Q1 | $1.55M | Buy |
18,434
+415
| +2% | +$34.8K | 0.29% | 79 |
|
|
2021
Q4 | $1.67M | Buy |
18,019
+563
| +3% | +$52.2K | 0.32% | 74 |
|
|
2021
Q3 | $1.52M | Sell |
17,456
-161
| -0.9% | -$14K | 0.31% | 71 |
|
|
2021
Q2 | $1.56M | Sell |
17,617
-308
| -2% | -$27.3K | 0.35% | 64 |
|
|
2021
Q1 | $1.54M | Sell |
17,925
-574
| -3% | -$49.3K | 0.38% | 61 |
|
|
2020
Q4 | $1.41M | Buy |
18,499
+35
| +0.2% | +$2.67K | 0.36% | 60 |
|
|
2020
Q3 | $1.09M | Buy |
18,464
+265
| +1% | +$15.6K | 0.39% | 63 |
|
|
2020
Q2 | $1.03M | Buy |
18,199
+555
| +3% | +$31.5K | 0.4% | 61 |
|
|
2020
Q1 | $815K | Buy |
17,644
+6,178
| +54% | +$285K | 0.38% | 67 |
|
|
2019
Q4 | $740K | Buy |
11,466
+2,915
| +34% | +$188K | 0.27% | 88 |
|
|
2019
Q3 | $510K | Buy |
8,551
+4,252
| +99% | +$254K | 0.2% | 105 |
|
|
2019
Q2 | $262K | Buy |
+4,299
| New | +$262K | 0.1% | 139 |
|