Walled Lake Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
4,981
-865
| -15% | -$76.8K | 0.14% | 81 |
|
|
2025
Q1 | $485K | Buy |
5,846
+195
| +3% | +$16.2K | 0.17% | 71 |
|
|
2024
Q4 | $511K | Buy |
5,651
+349
| +7% | +$31.5K | 0.19% | 69 |
|
|
2024
Q3 | $494K | Buy |
5,302
+272
| +5% | +$25.3K | 0.19% | 67 |
|
|
2024
Q2 | $432K | Buy |
5,030
+1,013
| +25% | +$87K | 0.18% | 67 |
|
|
2024
Q1 | $350K | Buy |
4,017
+738
| +23% | +$64.4K | 0.14% | 75 |
|
|
2023
Q4 | $274K | Buy |
3,279
+38
| +1% | +$3.18K | 0.13% | 84 |
|
|
2023
Q3 | $237K | Buy |
3,241
+120
| +4% | +$8.79K | 0.12% | 84 |
|
|
2023
Q2 | $240K | Buy |
+3,121
| New | +$240K | 0.12% | 81 |
|
|
2022
Q1 | – | Sell |
-3,099
| Closed | -$288K | – | 100 |
|
|
2021
Q4 | $288K | Buy |
3,099
+2,181
| +238% | +$203K | 0.17% | 68 |
|
|
2021
Q3 | $80K | Buy |
918
+250
| +37% | +$21.8K | 0.05% | 135 |
|
|
2021
Q2 | $59K | Buy |
668
+39
| +6% | +$3.45K | 0.04% | 147 |
|
|
2021
Q1 | $54K | Buy |
629
+34
| +6% | +$2.92K | 0.04% | 142 |
|
|
2020
Q4 | $45K | Buy |
595
+88
| +17% | +$6.66K | 0.03% | 140 |
|
|
2020
Q3 | $30K | Buy |
507
+127
| +33% | +$7.52K | 0.02% | 153 |
|
|
2020
Q2 | $22K | Buy |
+380
| New | +$22K | 0.02% | 149 |
|