Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,544
| Closed | -$315K | – | 320 |
|
|
2017
Q4 | $315K | Buy |
5,544
+216
| +4% | +$12.3K | 0.07% | 218 |
|
|
2017
Q3 | $303K | Buy |
5,328
+16
| +0.3% | +$910 | 0.07% | 217 |
|
|
2017
Q2 | $287K | Buy |
5,312
+12
| +0.2% | +$648 | 0.07% | 212 |
|
|
2017
Q1 | $282K | Sell |
5,300
-676
| -11% | -$36K | 0.07% | 216 |
|
|
2016
Q4 | $311K | Sell |
5,976
-140
| -2% | -$7.29K | 0.09% | 199 |
|
|
2016
Q3 | $292K | Sell |
6,116
-884
| -13% | -$42.2K | 0.08% | 212 |
|
|
2016
Q2 | $312K | Sell |
7,000
-1,740
| -20% | -$77.6K | 0.09% | 196 |
|
|
2016
Q1 | $378K | Buy |
8,740
+1,620
| +23% | +$70.1K | 0.1% | 171 |
|
|
2015
Q4 | $307K | Buy |
7,120
+1,840
| +35% | +$79.3K | 0.08% | 198 |
|
|
2015
Q3 | $230K | Buy |
5,280
+2,100
| +66% | +$91.5K | 0.06% | 217 |
|
|
2015
Q2 | $151K | Buy |
3,180
+3,100
| +3,875% | +$147K | 0.04% | 278 |
|
|
2015
Q1 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 848 |
|