Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-310
| Closed | -$27K | – | 1515 |
|
|
2021
Q1 | $27K | Hold |
310
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q4 | $24K | Buy |
310
+242
| +356% | +$18.7K | ﹤0.01% | 967 |
|
|
2020
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q2 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 1540 |
|
|
2019
Q3 | – | Sell |
-340
| Closed | -$21K | – | 1648 |
|
|
2019
Q2 | $21K | Hold |
340
| – | – | ﹤0.01% | 830 |
|
|
2019
Q1 | $20K | Hold |
340
| – | – | ﹤0.01% | 786 |
|
|
2018
Q4 | $18K | Sell |
340
-1,000
| -75% | -$52.9K | ﹤0.01% | 729 |
|
|
2018
Q3 | $80K | Buy |
1,340
+1,000
| +294% | +$59.7K | 0.01% | 448 |
|
|
2018
Q2 | $23K | Sell |
340
-8
| -2% | -$541 | ﹤0.01% | 724 |
|
|
2018
Q1 | $20K | Buy |
348
+340
| +4,250% | +$19.5K | ﹤0.01% | 714 |
|
|
2017
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1475 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1210 |
|