PFA
Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,771
| Closed | -$1.75M | – | 125 |
|
|
2024
Q3 | $1.75M | Buy |
+18,771
| New | +$1.75M | 0.91% | 30 |
|
|
2024
Q2 | – | Sell |
-64,822
| Closed | -$5.65M | – | 121 |
|
|
2024
Q1 | $5.65M | Buy |
64,822
+17,487
| +37% | +$1.53M | 3.01% | 9 |
|
|
2023
Q4 | $3.96M | Buy |
+47,335
| New | +$3.96M | 2.33% | 13 |
|
|
2020
Q1 | – | Sell |
-4,767
| Closed | -$308K | – | 90 |
|
|
2019
Q4 | $308K | Sell |
4,767
-414
| -8% | -$26.7K | 0.28% | 60 |
|
|
2019
Q3 | $309K | Sell |
5,181
-7,505
| -59% | -$448K | 0.27% | 58 |
|
|
2019
Q2 | $773K | Sell |
12,686
-518
| -4% | -$31.6K | 0.64% | 37 |
|
|
2019
Q1 | $788K | Sell |
13,204
-16,891
| -56% | -$1.01M | 0.7% | 38 |
|
|
2018
Q4 | $1.62M | Sell |
30,095
-7,077
| -19% | -$382K | 1.09% | 27 |
|
|
2018
Q3 | $2.51M | Buy |
37,172
+28,622
| +335% | +$1.93M | 1.33% | 20 |
|
|
2018
Q2 | $540K | Buy |
+8,550
| New | +$540K | 0.29% | 49 |
|
|
2018
Q1 | – | Sell |
-3,869
| Closed | -$880K | – | 77 |
|
|
2017
Q4 | $880K | Buy |
+3,869
| New | +$880K | 0.41% | 47 |
|
|
2017
Q2 | – | Sell |
-7,305
| Closed | -$1.55M | – | 81 |
|
|
2017
Q1 | $1.55M | Buy |
7,305
+1,230
| +20% | +$262K | 0.96% | 20 |
|
|
2016
Q4 | $1.26M | Buy |
+6,075
| New | +$1.26M | 0.77% | 31 |
|