Accel Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-300
| Closed | -$25.2K | – | 948 |
|
|
2023
Q1 | $25.2K | Hold |
300
| – | – | 0.01% | 642 |
|
|
2022
Q4 | $24.7K | Hold |
300
| – | – | 0.01% | 503 |
|
|
2022
Q3 | $24K | Hold |
300
| – | – | 0.01% | 512 |
|
|
2022
Q2 | $24K | Hold |
300
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $28K | Hold |
300
| – | – | 0.01% | 491 |
|
|
2021
Q4 | $30K | Hold |
300
| – | – | 0.01% | 491 |
|
|
2021
Q3 | $28K | Hold |
300
| – | – | 0.02% | 437 |
|
|
2021
Q2 | $29K | Hold |
300
| – | – | 0.02% | 449 |
|
|
2021
Q1 | $28K | Hold |
300
| – | – | 0.02% | 430 |
|
|
2020
Q4 | $24K | Buy |
+300
| New | +$24K | 0.02% | 451 |
|