Falcon Wealth Planning Spdr S&P 600 Small Cap Growth Transaction History

Falcon Wealth Planning

  • $810 Million
  • Q4 2024

A detailed history of Falcon Wealth Planning transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Falcon Wealth Planning holds 4,641 shares of SLYG stock, worth $381,490. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,641
Previous 4,641 -0.0%
Holding current value
$381,490
Previous $432,000 3.01%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$85.03 - $94.56 $2,720 - $3,025
32 Added 0.69%
4,641 $432,000
Q2 2024

Jul 16, 2024
SELL
$81.25 - $88.21 $8,125 - $8,821
-100 Reduced 2.12%
4,609 $395,000
Q1 2024

Apr 15, 2024
BUY
$80.09 - $87.23 $4,805 - $5,233
60 Added 1.29%
4,709 $410,000
Q3 2023

Oct 05, 2023
SELL
$72.54 - $80.81 $9,937 - $11,070
-137 Reduced 2.86%
4,649 $340,000
Q3 2022

Nov 10, 2022
SELL
$67.45 - $82.5 $9,577 - $11,715
-142 Reduced 2.88%
4,786 $326,000
Q2 2022

Jul 20, 2022
SELL
$67.79 - $84.74 $17,964 - $22,456
-265 Reduced 5.1%
4,928 $347,000
Q1 2022

May 05, 2022
SELL
$79.77 - $93.68 $42,278 - $49,650
-530 Reduced 9.26%
5,193 $435,000
Q4 2021

Jan 24, 2022
SELL
$87.48 - $96.13 $87 - $96
-1 Reduced 0.02%
5,723 $531,000
Q3 2021

Oct 19, 2021
SELL
$83.59 - $91.68 $65,868 - $72,243
-788 Reduced 12.1%
5,724 $499,000
Q2 2021

Aug 10, 2021
SELL
$82.26 - $89.48 $54,209 - $58,967
-659 Reduced 9.19%
6,512 $578,000
Q1 2021

Apr 20, 2021
SELL
$75.75 - $89.99 $89,233 - $106,008
-1,178 Reduced 14.11%
7,171 $616,000
Q4 2020

Feb 01, 2021
BUY
$59.86 - $77.16 $499,771 - $644,208
8,349 New
8,349 $638,000

Others Institutions Holding SLYG

# of Institutions
520
Shares Held
29.4M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP GROWTH

SLYG Quotes by TradingView
  • Ticker SLYG
  • Sector ETFs
  • Industry ETFs
More about SLYG
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email