APWA
SLY
Atlas Private Wealth Advisors’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 |
-121,036
| Closed | -$10.2M | – | 191 |
|
|
2023
Q1 | $10.2M | Buy |
121,036
+16,508
| +16% | +$1.39M | 4.7% | 6 |
|
|
2022
Q4 | $8.59M | Buy |
104,528
+21,309
| +26% | +$1.75M | 4.58% | 6 |
|
|
2022
Q3 | $6.3M | Buy |
83,219
+11,376
| +16% | +$861K | 3.78% | 7 |
|
|
2022
Q2 | $5.75M | Buy |
+71,843
| New | +$5.75M | 3.45% | 7 |
|