BWA
SLY
Burt Wealth 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 |
-2,805
| Closed | -$236K | – | 110 |
|
|
2023
Q1 | $236K | Hold |
2,805
| – | – | 0.07% | 94 |
|
|
2022
Q4 | $231K | Hold |
2,805
| – | – | 0.08% | 100 |
|
|
2022
Q3 | $212K | Hold |
2,805
| – | – | 0.09% | 84 |
|
|
2022
Q2 | $225K | Hold |
2,805
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $263K | Buy |
2,805
+15
| +0.5% | +$1.41K | 0.08% | 83 |
|
|
2021
Q4 | $277K | Sell |
2,790
-484
| -15% | -$48.1K | 0.09% | 75 |
|
|
2021
Q3 | $310K | Hold |
3,274
| – | – | 0.1% | 73 |
|
|
2021
Q2 | $320K | Hold |
3,274
| – | – | 0.12% | 68 |
|
|
2021
Q1 | $308K | Sell |
3,274
-45
| -1% | -$4.23K | 0.11% | 71 |
|
|
2020
Q4 | $264K | Buy |
3,319
+1,460
| +79% | +$116K | 0.09% | 74 |
|
|
2020
Q3 | $113K | Sell |
1,859
-700
| -27% | -$42.6K | 0.04% | 119 |
|
|
2020
Q2 | $151K | Buy |
2,559
+1,341
| +110% | +$79.1K | 0.06% | 99 |
|
|
2020
Q1 | $59K | Buy |
1,218
+1,173
| +2,607% | +$56.8K | 0.03% | 154 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 315 |
|
|
2019
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 314 |
|
|
2019
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 314 |
|