WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
131,392
+10,513
| +9% | +$933K | 0.75% | 38 |
|
|
2025
Q1 | $10M | Sell |
120,879
-17,958
| -13% | -$1.49M | 0.76% | 38 |
|
|
2024
Q4 | $12.5M | Buy |
138,837
+1,054
| +0.8% | +$95.2K | 0.83% | 31 |
|
|
2024
Q3 | $12.8M | Sell |
137,783
-9,456
| -6% | -$880K | 0.87% | 29 |
|
|
2024
Q2 | $12.6M | Buy |
147,239
+4,951
| +3% | +$425K | 0.94% | 29 |
|
|
2024
Q1 | $12.4M | Sell |
142,288
-51,193
| -26% | -$4.47M | 1.04% | 26 |
|
|
2023
Q4 | $16.2M | Sell |
193,481
-31,250
| -14% | -$2.61M | 1.19% | 22 |
|
|
2023
Q3 | $16.7M | Buy |
224,731
+14,539
| +7% | +$1.08M | 1.22% | 21 |
|
|
2023
Q2 | $16.2M | Buy |
210,192
+4,008
| +2% | +$308K | 1.89% | 14 |
|
|
2023
Q1 | $15.2M | Buy |
206,184
+13,043
| +7% | +$962K | 1.95% | 14 |
|
|
2022
Q4 | $14M | Buy |
193,141
+18,568
| +11% | +$1.34M | 1.91% | 15 |
|
|
2022
Q3 | $12.8M | Sell |
174,573
-5,431
| -3% | -$398K | 1.69% | 14 |
|
|
2022
Q2 | $12.7M | Buy |
+180,004
| New | +$12.7M | 1.76% | 16 |
|