Ballast Advisors’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $549K | Hold |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $533K | Hold |
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|
2022
Q1 | $623K | Hold |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $631K | Hold |
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|
2021
Q2 | $651K | Sell |
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|
2021
Q1 | $626K | Sell |
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|
2020
Q4 | $531K | Hold |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $356K | Buy |
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|
2019
Q4 | $507K | Buy |
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