McKinley Carter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,555
| Closed | -$238K | – | 301 |
|
|
2024
Q3 | $238K | Sell |
2,555
-448
| -15% | -$41.7K | 0.01% | 281 |
|
|
2024
Q2 | $258K | Sell |
3,003
-832
| -22% | -$71.4K | 0.02% | 274 |
|
|
2024
Q1 | $335K | Sell |
3,835
-385
| -9% | -$33.6K | 0.02% | 248 |
|
|
2023
Q4 | $353K | Sell |
4,220
-65
| -2% | -$5.44K | 0.03% | 235 |
|
|
2023
Q3 | $314K | Buy |
4,285
+66
| +2% | +$4.84K | 0.03% | 241 |
|
|
2023
Q2 | $325K | Sell |
4,219
-118
| -3% | -$9.08K | 0.02% | 244 |
|
|
2023
Q1 | $320K | Sell |
4,337
-169
| -4% | -$12.5K | 0.03% | 246 |
|
|
2022
Q4 | $326K | Sell |
4,506
-555
| -11% | -$40.1K | 0.03% | 238 |
|
|
2022
Q3 | $345K | Sell |
5,061
-3,571
| -41% | -$243K | 0.03% | 222 |
|
|
2022
Q2 | $609K | Buy |
8,632
+1
| +0% | +$71 | 0.05% | 174 |
|
|
2022
Q1 | $724K | Sell |
8,631
-242
| -3% | -$20.3K | 0.06% | 170 |
|
|
2021
Q4 | $824K | Sell |
8,873
-1,758
| -17% | -$163K | 0.06% | 156 |
|
|
2021
Q3 | $926K | Sell |
10,631
-926
| -8% | -$80.7K | 0.08% | 146 |
|
|
2021
Q2 | $1.03M | Buy |
11,557
+1
| +0% | +$89 | 0.08% | 142 |
|
|
2021
Q1 | $992K | Sell |
11,556
-1,286
| -10% | -$110K | 0.08% | 143 |
|
|
2020
Q4 | $981K | Buy |
+12,842
| New | +$981K | 0.13% | 129 |
|