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