Northwest Financial Advisors’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
-183
Closed -$17K 470
2024
Q3
$17K Buy
+183
New +$17K 0.01% 338
2024
Q1
Sell
-3,097
Closed -$259K 453
2023
Q4
$259K Buy
+3,097
New +$259K 0.22% 72