Bogart Wealth LLC’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
2022
Q4
Sell
-28
Closed -$2K 1265
2022
Q3
$2K Buy
28
+4
+17% +$286 ﹤0.01% 854
2022
Q2
$2K Buy
24
+17
+243% +$1.42K ﹤0.01% 804
2022
Q1
$1K Hold
7
﹤0.01% 770
2021
Q4
$1K Buy
7
+6
+600% +$857 ﹤0.01% 746
2021
Q3
$0 Hold
1
﹤0.01% 818
2021
Q2
$0 Buy
+1
New ﹤0.01% 743