IFWM
Institute for Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,718
| Closed | -$325K | – | 436 |
|
|
2020
Q2 | $325K | Buy |
5,718
+68
| +1% | +$3.87K | 0.08% | 313 |
|
|
2020
Q1 | $261K | Buy |
5,650
+131
| +2% | +$6.05K | 0.08% | 303 |
|
|
2019
Q4 | $356K | Buy |
5,519
+428
| +8% | +$27.6K | 0.08% | 310 |
|
|
2019
Q3 | $303K | Buy |
5,091
+247
| +5% | +$14.7K | 0.08% | 323 |
|
|
2019
Q2 | $295K | Buy |
4,844
+234
| +5% | +$14.3K | 0.07% | 359 |
|
|
2019
Q1 | $275K | Buy |
4,610
+459
| +11% | +$27.4K | 0.06% | 351 |
|
|
2018
Q4 | $224K | Buy |
+4,151
| New | +$224K | 0.09% | 229 |
|