FirstPurpose Wealth’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
Q1 | $447K | Buy |
5,327
+89
| +2% | +$7.48K | 0.16% | 114 |
|
|
2023
Q4 | $438K | Buy |
5,238
+454
| +9% | +$38K | 0.17% | 107 |
|
|
2023
Q3 | $351K | Buy |
4,784
+81
| +2% | +$5.94K | 0.15% | 116 |
|
|
2023
Q2 | $362K | Buy |
4,703
+723
| +18% | +$55.6K | 0.16% | 112 |
|
|
2023
Q1 | $294K | Buy |
3,980
+454
| +13% | +$33.5K | 0.14% | 132 |
|
|
2022
Q4 | $255K | Buy |
3,526
+324
| +10% | +$23.4K | 0.14% | 140 |
|
|
2022
Q3 | $218K | Sell |
3,202
-743
| -19% | -$50.6K | 0.14% | 131 |
|
|
2022
Q2 | $278K | Buy |
+3,945
| New | +$278K | 0.19% | 98 |
|
|
2022
Q1 | – | Sell |
-3,287
| Closed | -$305K | – | 156 |
|
|
2021
Q4 | $305K | Buy |
+3,287
| New | +$305K | 0.19% | 96 |
|