Forbes Financial Planning, Inc. SLYG Holdings History
Forbes Financial Planning, Inc.'s SPDR S&P 600 Small Cap Growth ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 104,305.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $8.66 Mil. This investment constitutes 6.41% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.28% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.
The initial trade took place in 2022Q2. And since then Forbes Financial Planning, Inc. has made 8 purchases of SLYG, at an average price of $76.13, for a total of 106,048.00 shares. In addition, there have been 3 sales at an average price of $87.98 for 1,743.00 shares. Based on historical transaction data and SLYG's current price of $88.63, Forbes Financial Planning, Inc.'s estimated gain on his SLYG holdings is $1.32 Mil, reflecting a 16.41% gain to date.
Forbes Financial Planning, Inc. SLYG ($88.63) Holding Chart
Forbes Financial Planning, Inc. SLYG ($88.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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