WealthShield 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 | $5.35M | Buy |
60,301
+6,575
| +12% | +$584K | 0.65% | 41 |
|
|
2025
Q1 | $4.46M | Buy |
53,726
+600
| +1% | +$49.8K | 0.57% | 47 |
|
|
2024
Q4 | $4.8M | Buy |
53,126
+2,141
| +4% | +$193K | 0.68% | 39 |
|
|
2024
Q3 | $4.75M | Buy |
50,985
+3,254
| +7% | +$303K | 0.64% | 39 |
|
|
2024
Q2 | $4.1M | Buy |
47,731
+1,768
| +4% | +$152K | 0.62% | 37 |
|
|
2024
Q1 | $4.01M | Sell |
45,963
-8,197
| -15% | -$715K | 0.65% | 38 |
|
|
2023
Q4 | $4.53M | Buy |
54,160
+678
| +1% | +$56.7K | 0.75% | 34 |
|
|
2023
Q3 | $3.92M | Sell |
53,482
-873
| -2% | -$64K | 0.59% | 42 |
|
|
2023
Q2 | $4.18M | Buy |
54,355
+9,054
| +20% | +$697K | 0.63% | 41 |
|
|
2023
Q1 | $3.34M | Buy |
45,301
+2,046
| +5% | +$151K | 0.54% | 47 |
|
|
2022
Q4 | $3.12M | Buy |
43,255
+1,008
| +2% | +$72.8K | 0.6% | 39 |
|
|
2022
Q3 | $2.88M | Sell |
42,247
-628
| -1% | -$42.8K | 0.57% | 44 |
|
|
2022
Q2 | $3.02M | Sell |
42,875
-428
| -1% | -$30.2K | 0.6% | 41 |
|
|
2022
Q1 | $3.63M | Buy |
+43,303
| New | +$3.63M | 0.58% | 41 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$3K | – | 1099 |
|
|
2021
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1037 |
|
|
2020
Q4 | – | Sell |
-40
| Closed | -$2K | – | 394 |
|
|
2020
Q3 | $2K | Sell |
40
-34
| -46% | -$1.7K | ﹤0.01% | 379 |
|
|
2020
Q2 | $4K | Sell |
74
-42
| -36% | -$2.27K | ﹤0.01% | 310 |
|
|
2020
Q1 | $5K | Sell |
116
-550
| -83% | -$23.7K | ﹤0.01% | 239 |
|
|
2019
Q4 | $43K | Sell |
666
-178
| -21% | -$11.5K | 0.02% | 219 |
|
|
2019
Q3 | $50K | Buy |
844
+543
| +180% | +$32.2K | 0.03% | 202 |
|
|
2019
Q2 | $18K | Sell |
301
-437
| -59% | -$26.1K | 0.01% | 198 |
|
|
2019
Q1 | $44K | Buy |
738
+26
| +4% | +$1.55K | 0.02% | 196 |
|
|
2018
Q4 | $38K | Buy |
712
+457
| +179% | +$24.4K | 0.03% | 169 |
|
|
2018
Q3 | $17K | Hold |
255
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $16K | Buy |
+255
| New | +$16K | 0.01% | 192 |
|