BWFM
SLY
Bridgewater Wealth & Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,305
| Closed | -$284K | – | 118 |
|
|
2017
Q2 | $284K | Buy |
2,305
+124
| +6% | +$15.3K | 0.09% | 86 |
|
|
2017
Q1 | $265K | Buy |
2,181
+120
| +6% | +$14.6K | 0.1% | 90 |
|
|
2016
Q4 | $249K | Sell |
2,061
-398
| -16% | -$48.1K | 0.09% | 93 |
|
|
2016
Q3 | $274K | Hold |
2,459
| – | – | 0.1% | 85 |
|
|
2016
Q2 | $257K | Buy |
2,459
+100
| +4% | +$10.5K | 0.09% | 94 |
|
|
2016
Q1 | $239K | Buy |
2,359
+205
| +10% | +$20.8K | 0.09% | 96 |
|
|
2015
Q4 | $213K | Buy |
2,154
+90
| +4% | +$8.9K | 0.08% | 86 |
|
|
2015
Q3 | $201K | Buy |
+2,064
| New | +$201K | 0.08% | 87 |
|