Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,253
| Closed | -$135K | – | 1798 |
|
|
2019
Q1 | $135K | Sell |
2,253
-253
| -10% | -$15.2K | 0.01% | 546 |
|
|
2018
Q4 | $135K | Sell |
2,506
-21
| -0.8% | -$1.13K | 0.01% | 515 |
|
|
2018
Q3 | $171K | Buy |
2,527
+5
| +0.2% | +$338 | 0.01% | 498 |
|
|
2018
Q2 | $159K | Sell |
2,522
-178
| -7% | -$11.2K | 0.01% | 528 |
|
|
2018
Q1 | $157K | Buy |
2,700
+104
| +4% | +$6.05K | 0.01% | 550 |
|
|
2017
Q4 | $148K | Hold |
2,596
| – | – | 0.01% | 580 |
|
|
2017
Q3 | $148K | Buy |
2,596
+236
| +10% | +$13.5K | 0.02% | 572 |
|
|
2017
Q2 | $128K | Buy |
2,360
+108
| +5% | +$5.86K | 0.02% | 595 |
|
|
2017
Q1 | $120K | Sell |
2,252
-172
| -7% | -$9.17K | 0.02% | 535 |
|
|
2016
Q4 | $126K | Sell |
2,424
-68
| -3% | -$3.54K | 0.02% | 502 |
|
|
2016
Q3 | $119K | Buy |
2,492
+104
| +4% | +$4.97K | 0.02% | 527 |
|
|
2016
Q2 | $106K | Sell |
2,388
-192
| -7% | -$8.52K | 0.02% | 523 |
|
|
2016
Q1 | $111K | Buy |
2,580
+76
| +3% | +$3.27K | 0.02% | 501 |
|
|
2015
Q4 | $108K | Buy |
+2,504
| New | +$108K | 0.02% | 500 |
|