Keeler & Nadler Financial Planning & Wealth Management’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 | $1.1M | Buy |
12,424
+32
| +0.3% | +$2.84K | 0.44% | 35 |
|
|
2025
Q1 | $1.02M | Sell |
12,392
-2,269
| -15% | -$187K | 0.46% | 31 |
|
|
2024
Q4 | $1.32M | Sell |
14,661
-3,904
| -21% | -$353K | 0.62% | 29 |
|
|
2024
Q3 | $1.73M | Sell |
18,565
-4,251
| -19% | -$396K | 0.84% | 26 |
|
|
2024
Q2 | $1.96M | Sell |
22,816
-4,702
| -17% | -$404K | 1.08% | 24 |
|
|
2024
Q1 | $2.4M | Sell |
27,518
-10,821
| -28% | -$944K | 1.44% | 20 |
|
|
2023
Q4 | $3.21M | Buy |
+38,339
| New | +$3.21M | 2.32% | 13 |
|
|
2022
Q4 | $2.77M | Buy |
+38,396
| New | +$2.77M | 2.51% | 11 |
|
|
2021
Q4 | $3.88M | Buy |
+41,821
| New | +$3.88M | 3.57% | 10 |
|