WFA
Wipfli Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $309K | Hold |
4,537
| – | – | 0.02% | 321 |
|
|
2022
Q2 | $320K | Sell |
4,537
-3,876
| -46% | -$273K | 0.03% | 76 |
|
|
2022
Q1 | $705K | Hold |
8,413
| – | – | 0.07% | 49 |
|
|
2021
Q4 | $781K | Sell |
8,413
-1,342
| -14% | -$125K | 0.09% | 23 |
|
|
2021
Q3 | $850K | Hold |
9,755
| – | – | 0.11% | 22 |
|
|
2021
Q2 | $866K | Hold |
9,755
| – | – | 0.12% | 21 |
|
|
2021
Q1 | $837K | Buy |
9,755
+965
| +11% | +$82.8K | 0.46% | 13 |
|
|
2020
Q4 | $671K | Buy |
+8,790
| New | +$671K | 0.4% | 16 |
|