AWM
SLY
Aspire 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 |
-3,343
| Closed | -$281K | – | 196 |
|
|
2023
Q1 | $281K | Buy |
3,343
+152
| +5% | +$12.8K | 0.23% | 68 |
|
|
2022
Q4 | $262K | Hold |
3,191
| – | – | 0.23% | 68 |
|
|
2022
Q3 | $242K | Sell |
3,191
-1,147
| -26% | -$87K | 0.23% | 72 |
|
|
2022
Q2 | $347K | Buy |
4,338
+1,109
| +34% | +$88.7K | 0.32% | 58 |
|
|
2022
Q1 | $302K | Sell |
3,229
-2,671
| -45% | -$250K | 0.24% | 70 |
|
|
2021
Q4 | $587K | Buy |
+5,900
| New | +$587K | 0.48% | 44 |
|