Whitegate Investment Counselors’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 | $2.36M | Sell |
26,568
-188
| -0.7% | -$16.7K | 0.8% | 27 |
|
2025
Q1 | $2.22M | Sell |
26,756
-142
| -0.5% | -$11.8K | 0.79% | 27 |
|
2024
Q4 | $2.43M | Sell |
26,898
-21,688
| -45% | -$1.96M | 0.83% | 28 |
|
2024
Q3 | $4.52M | Buy |
48,586
+82
| +0.2% | +$7.64K | 1.2% | 22 |
|
2024
Q2 | $4.16M | Sell |
48,504
-463
| -0.9% | -$39.8K | 1.18% | 23 |
|
2024
Q1 | $4.27M | Buy |
48,967
+68
| +0.1% | +$5.93K | 1.2% | 23 |
|
2023
Q4 | $4.09M | Sell |
48,899
-753
| -2% | -$63K | 1.25% | 24 |
|
2023
Q3 | $3.64M | Buy |
49,652
+675
| +1% | +$49.5K | 1.22% | 24 |
|
2023
Q2 | $3.77M | Buy |
48,977
+741
| +2% | +$57K | 1.24% | 23 |
|
2023
Q1 | $3.56M | Buy |
48,236
+33,211
| +221% | +$2.45M | 1.15% | 25 |
|
2022
Q4 | $1.09M | Buy |
+15,025
| New | +$1.09M | 0.37% | 36 |
|