GFWA
Grey Fox Wealth Advisors’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 | $13.7M | Buy |
153,932
+8,793
| +6% | +$780K | 3.26% | 8 |
|
|
2025
Q1 | $12M | Buy |
145,139
+3,358
| +2% | +$279K | 3.21% | 8 |
|
|
2024
Q4 | $12.8M | Buy |
141,781
+4,361
| +3% | +$394K | 3.51% | 8 |
|
|
2024
Q3 | $12.8M | Buy |
137,420
+34,834
| +34% | +$3.24M | 3.57% | 8 |
|
|
2024
Q2 | $8.81M | Buy |
102,586
+8,103
| +9% | +$696K | 3.1% | 8 |
|
|
2024
Q1 | $8.24M | Buy |
94,483
+9,036
| +11% | +$788K | 3.1% | 8 |
|
|
2023
Q4 | $7.15M | Buy |
85,447
+9,655
| +13% | +$807K | 3.11% | 8 |
|
|
2023
Q3 | $5.55M | Buy |
75,792
+59,878
| +376% | +$4.39M | 2.78% | 9 |
|
|
2023
Q2 | $1.22M | Sell |
15,914
-370
| -2% | -$28.5K | 0.63% | 34 |
|
|
2023
Q1 | $1.2M | Buy |
16,284
+1,877
| +13% | +$138K | 0.71% | 32 |
|
|
2022
Q4 | $1.04M | Buy |
+14,407
| New | +$1.04M | 0.69% | 32 |
|