WWM
WT Wealth Management’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
Q2 | – | Sell |
-3,159
| Closed | -$265K | – | 119 |
|
|
2022
Q1 | $265K | Sell |
3,159
-12
| -0.4% | -$1.01K | 0.1% | 105 |
|
|
2021
Q4 | $294K | Buy |
3,171
+329
| +12% | +$30.5K | 0.11% | 106 |
|
|
2021
Q3 | $248K | Buy |
2,842
+195
| +7% | +$17K | 0.1% | 110 |
|
|
2021
Q2 | $235K | Buy |
2,647
+19
| +0.7% | +$1.69K | 0.1% | 115 |
|
|
2021
Q1 | $226K | Sell |
2,628
-1,264
| -32% | -$109K | 0.1% | 115 |
|
|
2020
Q4 | $297K | Sell |
3,892
-1,403
| -26% | -$107K | 0.16% | 101 |
|
|
2020
Q3 | $312K | Buy |
5,295
+14
| +0.3% | +$825 | 0.21% | 86 |
|
|
2020
Q2 | $299K | Sell |
5,281
-70
| -1% | -$3.96K | 0.24% | 70 |
|
|
2020
Q1 | $247K | Buy |
5,351
+269
| +5% | +$12.4K | 0.26% | 59 |
|
|
2019
Q4 | $327K | Buy |
5,082
+846
| +20% | +$54.4K | 0.25% | 71 |
|
|
2019
Q3 | $252K | Buy |
+4,236
| New | +$252K | 0.22% | 73 |
|