Octavia Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.47M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $14.8M | Buy |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $8.86M | Buy |
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|
2022
Q3 | $7.67M | Sell |
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|
2022
Q2 | $8.34M | Buy |
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|
2022
Q1 | $9.62M | Buy |
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|
2021
Q4 | $9.93M | Buy |
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|
2021
Q3 | $8.11M | Sell |
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|
2021
Q2 | $8.85M | Buy |
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|
2021
Q1 | $7.5M | Buy |
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|
2020
Q4 | $4.47M | Buy |
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