Capital Analysts 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 % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-194
| Closed | -$16K | – | 1038 |
|
2023
Q1 | $16K | Buy |
194
+1
| +0.5% | +$82 | ﹤0.01% | 761 |
|
2022
Q4 | $16K | Buy |
193
+1
| +0.5% | +$83 | ﹤0.01% | 799 |
|
2022
Q3 | $15K | Sell |
192
-98
| -34% | -$7.66K | ﹤0.01% | 752 |
|
2022
Q2 | $23K | Buy |
290
+99
| +52% | +$7.85K | ﹤0.01% | 686 |
|
2022
Q1 | $18K | Hold |
191
| – | – | ﹤0.01% | 685 |
|
2021
Q4 | $19K | Sell |
191
-44
| -19% | -$4.38K | ﹤0.01% | 725 |
|
2021
Q3 | $22K | Buy |
235
+46
| +24% | +$4.31K | ﹤0.01% | 692 |
|
2021
Q2 | $18K | Buy |
189
+1
| +0.5% | +$95 | ﹤0.01% | 684 |
|
2021
Q1 | $18K | Buy |
+188
| New | +$18K | ﹤0.01% | 733 |
|
2015
Q2 | – | Sell |
-1,668
| Closed | -$90.7K | – | 413 |
|
2015
Q1 | $90.7K | Hold |
1,668
| – | – | 0.02% | 209 |
|
2014
Q4 | $87.2K | Buy |
1,668
+986
| +145% | +$51.5K | 0.02% | 205 |
|
2014
Q3 | $33.5K | Buy |
+682
| New | +$33.5K | 0.01% | 275 |
|