LWS
Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,890
| Closed | -$1.28M | – | 210 |
|
|
2018
Q3 | $1.28M | Sell |
18,890
-8,650
| -31% | -$584K | 0.4% | 62 |
|
|
2018
Q2 | $1.74M | Buy |
27,540
+6,242
| +29% | +$395K | 0.76% | 32 |
|
|
2018
Q1 | $4.95M | Buy |
21,298
+16,406
| +335% | +$3.82M | 1.61% | 17 |
|
|
2017
Q4 | $1.11M | Buy |
+4,892
| New | +$1.11M | 0.49% | 56 |
|