Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $140K | Buy |
1,942
+971
| +100% | +$70.1K | 0.02% | 371 |
|
|
2022
Q3 | $66K | Buy |
971
+238
| +32% | +$16.2K | 0.02% | 369 |
|
|
2022
Q2 | $51.7K | Sell |
733
-84
| -10% | -$5.92K | 0.02% | 414 |
|
|
2022
Q1 | $68K | Buy |
+817
| New | +$68K | 0.02% | 424 |
|
|
2021
Q3 | $88K | Sell |
1,011
-446
| -31% | -$38.8K | 0.03% | 366 |
|
|
2021
Q2 | $129K | Sell |
1,457
-216
| -13% | -$19.1K | 0.05% | 294 |
|
|
2021
Q1 | $144K | Buy |
+1,673
| New | +$144K | 0.08% | 204 |
|