PIA
Perennial Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Sell |
32,275
-1,605
| -5% | -$142K | 0.28% | 79 |
|
|
2025
Q1 | $2.81M | Sell |
33,880
-15,971
| -32% | -$1.33M | 0.32% | 64 |
|
|
2024
Q4 | $4.5M | Sell |
49,851
-44,954
| -47% | -$4.06M | 0.53% | 39 |
|
|
2024
Q3 | $8.83M | Sell |
94,805
-652
| -0.7% | -$60.7K | 1.14% | 20 |
|
|
2024
Q2 | $8.2M | Buy |
95,457
+3,756
| +4% | +$322K | 1.17% | 18 |
|
|
2024
Q1 | $8M | Buy |
91,701
+2,223
| +2% | +$194K | 1.21% | 18 |
|
|
2023
Q4 | $7.48M | Buy |
89,478
+128
| +0.1% | +$10.7K | 1.24% | 18 |
|
|
2023
Q3 | $6.55M | Sell |
89,350
-733
| -0.8% | -$53.7K | 1.18% | 17 |
|
|
2023
Q2 | $6.93M | Sell |
90,083
-10,139
| -10% | -$780K | 1.22% | 15 |
|
|
2023
Q1 | $7.39M | Buy |
+100,222
| New | +$7.39M | 1.37% | 13 |
|