Perigon Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-780
| Closed | -$45K | – | 535 |
|
2018
Q1 | $45K | Sell |
780
-56
| -7% | -$3.23K | 0.02% | 328 |
|
2017
Q4 | $48K | Buy |
+836
| New | +$48K | 0.02% | 292 |
|
2017
Q2 | – | Sell |
-56
| Closed | -$3K | – | 621 |
|
2017
Q1 | $3K | Sell |
56
-28
| -33% | -$1.5K | ﹤0.01% | 590 |
|
2016
Q4 | $4K | Buy |
+84
| New | +$4K | ﹤0.01% | 665 |
|