SWA
Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $107K | Hold |
1,464
| – | – | 0.05% | 162 |
|
|
2023
Q2 | $113K | Hold |
1,464
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $108K | Sell |
1,464
-367
| -20% | -$27.1K | 0.06% | 153 |
|
|
2022
Q4 | $132K | Hold |
1,831
| – | – | 0.05% | 215 |
|
|
2022
Q3 | $125K | Hold |
1,831
| – | – | 0.05% | 221 |
|
|
2022
Q2 | $129K | Hold |
1,831
| – | – | 0.05% | 210 |
|
|
2022
Q1 | $153K | Hold |
1,831
| – | – | 0.05% | 200 |
|
|
2021
Q4 | $170K | Buy |
1,831
+367
| +25% | +$34.1K | 0.06% | 196 |
|
|
2021
Q3 | $128K | Hold |
1,464
| – | – | 0.05% | 223 |
|
|
2021
Q2 | $130K | Hold |
1,464
| – | – | 0.05% | 217 |
|
|
2021
Q1 | $126K | Hold |
1,464
| – | – | 0.05% | 217 |
|
|
2020
Q4 | $112K | Hold |
1,464
| – | – | 0.05% | 217 |
|
|
2020
Q3 | $86.4K | Hold |
1,464
| – | – | 0.04% | 228 |
|
|
2020
Q2 | $83.1K | Hold |
1,464
| – | – | 0.04% | 224 |
|
|
2020
Q1 | $67.6K | Hold |
1,464
| – | – | 0.04% | 224 |
|
|
2019
Q4 | $94.5K | Hold |
1,464
| – | – | 0.05% | 220 |
|
|
2019
Q3 | $87.2K | Hold |
1,464
| – | – | 0.05% | 224 |
|
|
2019
Q2 | $89.2K | Hold |
1,464
| – | – | 0.05% | 221 |
|
|
2019
Q1 | $87.4K | Hold |
1,464
| – | – | 0.05% | 226 |
|
|
2018
Q4 | $79K | Hold |
1,464
| – | – | 0.05% | 222 |
|
|
2018
Q3 | $98.8K | Hold |
1,464
| – | – | 0.06% | 199 |
|
|
2018
Q2 | $92.5K | Buy |
1,464
+1,098
| +300% | +$69.4K | 0.06% | 206 |
|
|
2018
Q1 | $85.1K | Hold |
366
| – | – | 0.06% | 213 |
|
|
2017
Q4 | $83.2K | Hold |
366
| – | – | 0.06% | 209 |
|
|
2017
Q3 | $83.4K | Hold |
366
| – | – | 0.06% | 207 |
|
|
2017
Q2 | $79.2K | Hold |
366
| – | – | 0.06% | 210 |
|
|
2017
Q1 | $77.8K | Hold |
366
| – | – | 0.07% | 206 |
|
|
2016
Q4 | $76.2K | Hold |
366
| – | – | 0.07% | 203 |
|
|
2016
Q3 | $70K | Hold |
366
| – | – | 0.06% | 210 |
|
|
2016
Q2 | $65.3K | Hold |
366
| – | – | 0.06% | 212 |
|
|
2016
Q1 | $63.3K | Buy |
+366
| New | +$63.3K | 0.06% | 219 |
|