Belpointe Asset 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 |
-8
| Closed | -$685 | – | 3719 |
|
|
2023
Q1 | $685 | Hold |
8
| – | – | ﹤0.01% | 3550 |
|
|
2022
Q4 | $667 | Buy |
+8
| New | +$667 | ﹤0.01% | 3507 |
|
|
2022
Q2 | – | Sell |
-1,097
| Closed | -$103K | – | 1304 |
|
|
2022
Q1 | $103K | Sell |
1,097
-3,993
| -78% | -$375K | 0.01% | 1207 |
|
|
2021
Q4 | $506K | Buy |
+5,090
| New | +$506K | 0.03% | 517 |
|