EP Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $165K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $307K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $400K | Hold |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $132K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $257K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $673K | Sell |
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|
2013
Q3 | $764K | Buy |
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