BWM
SLY
BCGM 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 |
-24,627
| Closed | -$2.07M | – | 118 |
|
|
2023
Q1 | $2.07M | Sell |
24,627
-1,594
| -6% | -$134K | 1.04% | 27 |
|
|
2022
Q4 | $2.16M | Sell |
26,221
-779
| -3% | -$64K | 1.05% | 26 |
|
|
2022
Q3 | $2.23M | Buy |
27,000
+804
| +3% | +$66.3K | 1.11% | 24 |
|
|
2022
Q2 | $2.31M | Sell |
26,196
-2,006
| -7% | -$177K | 1.17% | 19 |
|
|
2022
Q1 | $2.43M | Sell |
28,202
-674
| -2% | -$58.2K | 1.32% | 17 |
|
|
2021
Q4 | $2.87M | Buy |
28,876
+89
| +0.3% | +$8.85K | 1.54% | 13 |
|
|
2021
Q3 | $2.82M | Sell |
28,787
-1,094
| -4% | -$107K | 1.57% | 13 |
|
|
2021
Q2 | $2.85M | Sell |
29,881
-2,626
| -8% | -$250K | 1.69% | 13 |
|
|
2021
Q1 | $3.01M | Sell |
32,507
-2,176
| -6% | -$202K | 2.06% | 14 |
|
|
2020
Q4 | $3.2M | Buy |
+34,683
| New | +$3.2M | 2.27% | 13 |
|