JFS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.9K | Buy |
528
+1
| +0.2% | +$89 | ﹤0.01% | 474 |
|
|
2025
Q1 | $43.7K | Buy |
527
+1
| +0.2% | +$83 | ﹤0.01% | 497 |
|
|
2024
Q4 | $47.5K | Sell |
526
-3
| -0.6% | -$271 | ﹤0.01% | 468 |
|
|
2024
Q3 | $49.2K | Buy |
529
+2
| +0.4% | +$186 | ﹤0.01% | 476 |
|
|
2024
Q2 | $45.2K | Buy |
527
+134
| +34% | +$11.5K | ﹤0.01% | 435 |
|
|
2024
Q1 | $34.3K | Buy |
393
+1
| +0.3% | +$87 | ﹤0.01% | 509 |
|
|
2023
Q4 | $32.8K | Hold |
392
| – | – | ﹤0.01% | 482 |
|
|
2023
Q3 | $28.7K | Hold |
392
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $30.2K | Buy |
392
+331
| +543% | +$25.5K | ﹤0.01% | 450 |
|
|
2023
Q1 | $4.49K | Hold |
61
| – | – | ﹤0.01% | 1037 |
|
|
2022
Q4 | $4.39K | Buy |
61
+1
| +2% | +$72 | ﹤0.01% | 1046 |
|
|
2022
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1116 |
|
|
2022
Q1 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 1066 |
|