1WM
SLY
1900 Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-62,073
| Closed | -$5.1M | – | 262 |
|
|
2023
Q1 | $5.1M | Hold |
62,073
| – | – | 0.55% | 47 |
|
|
2022
Q4 | $5.1M | Hold |
62,073
| – | – | 0.55% | 47 |
|
|
2022
Q3 | $4.7M | Sell |
62,073
-6
| -0% | -$454 | 0.55% | 49 |
|
|
2022
Q2 | $4.97M | Buy |
62,079
+1,534
| +3% | +$123K | 0.54% | 45 |
|
|
2022
Q1 | $5.67M | Buy |
60,545
+2
| +0% | +$187 | 0.54% | 47 |
|
|
2021
Q4 | $6.02M | Hold |
60,543
| – | – | 0.54% | 49 |
|
|
2021
Q3 | $5.74M | Hold |
60,543
| – | – | 0.56% | 46 |
|
|
2021
Q2 | $5.92M | Sell |
60,543
-458
| -0.8% | -$44.8K | 0.57% | 43 |
|
|
2021
Q1 | $5.73K | Sell |
61,001
-695
| -1% | -$65 | 0.43% | 39 |
|
|
2020
Q4 | $4.91M | Buy |
+61,696
| New | +$4.91M | 0.57% | 41 |
|