Beacon Pointe 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 |
-3,637
| Closed | -$306K | – | 1202 |
|
|
2023
Q1 | $306K | Sell |
3,637
-216
| -6% | -$18.2K | 0.01% | 927 |
|
|
2022
Q4 | $317K | Hold |
3,853
| – | – | 0.01% | 846 |
|
|
2022
Q3 | $291K | Hold |
3,853
| – | – | 0.01% | 806 |
|
|
2022
Q2 | $308K | Sell |
3,853
-50,102
| -93% | -$4.01M | 0.01% | 814 |
|
|
2022
Q1 | $5.05M | Buy |
+53,955
| New | +$5.05M | 0.07% | 250 |
|
|
2021
Q4 | – | Sell |
-56,102
| Closed | -$5.32M | – | 1027 |
|
|
2021
Q3 | $5.32M | Buy |
+56,102
| New | +$5.32M | 0.13% | 164 |
|