Walled Lake Planning & Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $511K | Buy |
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|
2024
Q3 | $494K | Buy |
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|
2024
Q2 | $432K | Buy |
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|
2024
Q1 | $350K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $240K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $22K | Buy |
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