Horizon Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,646
| Closed | -$490K | – | 66 |
|
|
2023
Q1 | $490K | Sell |
6,646
-3,046
| -31% | -$225K | 0.52% | 31 |
|
|
2022
Q4 | $700K | Sell |
9,692
-589
| -6% | -$42.6K | 0.81% | 23 |
|
|
2022
Q3 | $700K | Sell |
10,281
-498
| -5% | -$33.9K | 0.85% | 24 |
|
|
2022
Q2 | $760K | Buy |
10,779
+52
| +0.5% | +$3.67K | 0.88% | 25 |
|
|
2022
Q1 | $899K | Buy |
10,727
+956
| +10% | +$80.1K | 0.89% | 27 |
|
|
2021
Q4 | $907K | Buy |
+9,771
| New | +$907K | 0.92% | 26 |
|