Keystone Wealth Services’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 | $871K | Sell |
9,816
-154
| -2% | -$13.7K | 0.21% | 112 |
|
|
2025
Q1 | $827K | Sell |
9,970
-231
| -2% | -$19.2K | 0.22% | 104 |
|
|
2024
Q4 | $922K | Buy |
10,201
+666
| +7% | +$60.2K | 0.24% | 97 |
|
|
2024
Q3 | $888K | Sell |
9,535
-3
| -0% | -$279 | 0.25% | 100 |
|
|
2024
Q2 | $819K | Sell |
9,538
-75
| -0.8% | -$6.44K | 0.25% | 95 |
|
|
2024
Q1 | $838K | Buy |
9,613
+820
| +9% | +$71.5K | 0.27% | 93 |
|
|
2023
Q4 | $735K | Buy |
8,793
+96
| +1% | +$8.03K | 0.25% | 89 |
|
|
2023
Q3 | $637K | Buy |
8,697
+410
| +5% | +$30K | 0.24% | 92 |
|
|
2023
Q2 | $638K | Buy |
8,287
+1,466
| +21% | +$113K | 0.24% | 93 |
|
|
2023
Q1 | $503K | Buy |
6,821
+499
| +8% | +$36.8K | 0.21% | 112 |
|
|
2022
Q4 | $457K | Buy |
+6,322
| New | +$457K | 0.2% | 111 |
|