MWC
MBM Wealth Consultants’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
Q2 | – | Sell |
-37
| Closed | -$3K | – | 245 |
|
|
2023
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 244 |
|
|
2022
Q4 | $3K | Hold |
37
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 245 |
|
|
2022
Q2 | $3K | Sell |
37
-1
| -3% | -$81 | ﹤0.01% | 248 |
|
|
2022
Q1 | $3K | Sell |
38
-2,653
| -99% | -$209K | ﹤0.01% | 271 |
|
|
2021
Q4 | $250K | Buy |
2,691
+59
| +2% | +$5.48K | 0.1% | 90 |
|
|
2021
Q3 | $229K | Buy |
2,632
+145
| +6% | +$12.6K | 0.1% | 89 |
|
|
2021
Q2 | $220K | Sell |
2,487
-46
| -2% | -$4.07K | 0.1% | 91 |
|
|
2021
Q1 | $218K | Sell |
2,533
-180
| -7% | -$15.5K | 0.11% | 83 |
|
|
2020
Q4 | $207K | Buy |
2,713
+2
| +0.1% | +$153 | 0.11% | 83 |
|
|
2020
Q3 | $160K | Buy |
2,711
+28
| +1% | +$1.65K | 0.1% | 81 |
|
|
2020
Q2 | $152K | Buy |
+2,683
| New | +$152K | 0.11% | 78 |
|