Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,749
| Closed | -$339K | – | 1115 |
|
|
2024
Q4 | $339K | Buy |
+3,749
| New | +$339K | ﹤0.01% | 738 |
|
|
2024
Q3 | – | Sell |
-8,372
| Closed | -$719K | – | 867 |
|
|
2024
Q2 | $719K | Sell |
8,372
-235
| -3% | -$20.2K | 0.01% | 478 |
|
|
2024
Q1 | $751K | Buy |
8,607
+278
| +3% | +$24.3K | 0.01% | 402 |
|
|
2023
Q4 | $697K | Buy |
8,329
+27
| +0.3% | +$2.26K | 0.01% | 422 |
|
|
2023
Q3 | $608K | Buy |
+8,302
| New | +$608K | 0.01% | 433 |
|