DWM
Diversify 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 | $204K | Sell |
2,219
-4,755
| -68% | -$438K | 0.01% | 517 |
|
|
2025
Q1 | $567K | Sell |
6,974
-1,139
| -14% | -$92.6K | 0.04% | 335 |
|
|
2024
Q4 | $725K | Sell |
8,113
-1,868
| -19% | -$167K | 0.06% | 273 |
|
|
2024
Q3 | $907K | Sell |
9,981
-1,751
| -15% | -$159K | 0.09% | 207 |
|
|
2024
Q2 | $1.01M | Buy |
+11,732
| New | +$1.01M | 0.13% | 160 |
|