Avior 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 |
-19
| Closed | -$1.6K | – | 1717 |
|
|
2023
Q1 | $1.6K | Buy |
+19
| New | +$1.6K | ﹤0.01% | 1417 |
|
|
2022
Q3 | – | Sell |
-55
| Closed | -$4K | – | 1364 |
|
|
2022
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 901 |
|
|
2022
Q1 | $5K | Hold |
55
| – | – | ﹤0.01% | 917 |
|
|
2021
Q4 | $5K | Buy |
55
+1
| +2% | +$91 | ﹤0.01% | 904 |
|
|
2021
Q3 | $5K | Sell |
54
-1
| -2% | -$93 | ﹤0.01% | 864 |
|
|
2021
Q2 | $5K | Buy |
55
+1
| +2% | +$91 | ﹤0.01% | 829 |
|
|
2021
Q1 | $5K | Hold |
54
| – | – | ﹤0.01% | 839 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 825 |
|