SWM
Sugarloaf Wealth Management’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 | $3.04M | Buy |
33,687
+558
| +2% | +$50.4K | 0.58% | 31 |
|
|
2024
Q3 | $3.08M | Sell |
33,129
-1,191
| -3% | -$111K | 0.58% | 31 |
|
|
2024
Q2 | $2.95M | Buy |
34,320
+168
| +0.5% | +$14.4K | 0.6% | 33 |
|
|
2024
Q1 | $2.98M | Buy |
34,152
+34,092
| +56,820% | +$2.97M | 0.62% | 31 |
|
|
2023
Q4 | $5.03K | Hold |
60
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $4.41K | Sell |
60
-5
| -8% | -$367 | ﹤0.01% | 547 |
|
|
2023
Q2 | $5.03K | Sell |
65
-84
| -56% | -$6.49K | ﹤0.01% | 549 |
|
|
2023
Q1 | $11K | Sell |
149
-151
| -50% | -$11.1K | ﹤0.01% | 460 |
|
|
2022
Q4 | $21.7K | Sell |
300
-112,289
| -100% | -$8.11M | 0.01% | 397 |
|
|
2022
Q3 | $7.68M | Buy |
112,589
+2,644
| +2% | +$180K | 1.97% | 11 |
|
|
2022
Q2 | $7.75M | Buy |
+109,945
| New | +$7.75M | 1.94% | 11 |
|