WealthPLAN Partners’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 | $230K | Sell |
2,586
-1,179
| -31% | -$105K | 0.04% | 238 |
|
|
2025
Q1 | $312K | Sell |
3,765
-796
| -17% | -$66.1K | 0.04% | 209 |
|
|
2024
Q4 | $412K | Buy |
4,561
+91
| +2% | +$8.22K | 0.06% | 180 |
|
|
2024
Q3 | $416K | Sell |
4,470
-1,501
| -25% | -$140K | 0.06% | 194 |
|
|
2024
Q2 | $513K | Buy |
5,971
+1,868
| +46% | +$160K | 0.06% | 205 |
|
|
2024
Q1 | $358K | Buy |
+4,103
| New | +$358K | 0.04% | 238 |
|
|
2023
Q3 | – | Sell |
-9
| Closed | -$693 | – | 1030 |
|
|
2023
Q2 | $693 | Sell |
9
-8
| -47% | -$616 | ﹤0.01% | 1157 |
|
|
2023
Q1 | $1.25K | Buy |
+17
| New | +$1.25K | ﹤0.01% | 1181 |
|