Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-1,538
| Closed | -$143K | – | 1115 |
|
2024
Q3 | $143K | Hold |
1,538
| – | – | 0.04% | 303 |
|
2024
Q2 | $132K | Hold |
1,538
| – | – | 0.04% | 302 |
|
2024
Q1 | $134K | Buy |
1,538
+179
| +13% | +$15.6K | 0.04% | 301 |
|
2023
Q4 | $113K | Buy |
1,359
+225
| +20% | +$18.7K | 0.04% | 315 |
|
2023
Q3 | $83.1K | Buy |
+1,134
| New | +$83.1K | 0.03% | 356 |
|
2023
Q1 | $56K | Buy |
+765
| New | +$56K | 0.02% | 424 |
|
2022
Q4 | – | Sell |
-1,150
| Closed | -$78K | – | 999 |
|
2022
Q3 | $78K | Buy |
+1,150
| New | +$78K | 0.03% | 309 |
|