LWM
Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.92M | Buy |
70,832
+31,824
| +82% | +$2.66M | 2.3% | 12 |
|
|
2023
Q3 | $2.86M | Buy |
39,008
+523
| +1% | +$38.3K | 1.28% | 18 |
|
|
2023
Q2 | $2.96M | Sell |
38,485
-446
| -1% | -$34.3K | 1.42% | 19 |
|
|
2023
Q1 | $2.87M | Buy |
38,931
+4
| +0% | +$295 | 1.36% | 18 |
|
|
2022
Q4 | $2.81M | Buy |
38,927
+3,273
| +9% | +$236K | 1.28% | 18 |
|
|
2022
Q3 | $2.43M | Sell |
35,654
-1,852
| -5% | -$126K | 1.49% | 15 |
|
|
2022
Q2 | $2.64M | Sell |
37,506
-17,138
| -31% | -$1.21M | 1.63% | 16 |
|
|
2022
Q1 | $4.58M | Buy |
+54,644
| New | +$4.58M | 2.85% | 10 |
|