CWP
SLY
CFM Wealth Partners’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 |
-20,854
| Closed | -$1.75M | – | 168 |
|
|
2023
Q1 | $1.75M | Buy |
20,854
+734
| +4% | +$61.7K | 0.47% | 57 |
|
|
2022
Q4 | $1.65M | Buy |
20,120
+78
| +0.4% | +$6.41K | 0.5% | 55 |
|
|
2022
Q3 | $1.52M | Buy |
20,042
+530
| +3% | +$40.1K | 0.48% | 55 |
|
|
2022
Q2 | $1.56M | Sell |
19,512
-559
| -3% | -$44.8K | 0.47% | 55 |
|
|
2022
Q1 | $1.88M | Buy |
20,071
+1,008
| +5% | +$94.3K | 0.45% | 58 |
|
|
2021
Q4 | $1.91M | Sell |
19,063
-458
| -2% | -$46K | 0.43% | 57 |
|
|
2021
Q3 | $1.85M | Buy |
19,521
+389
| +2% | +$36.8K | 0.47% | 52 |
|
|
2021
Q2 | $1.87M | Buy |
19,132
+436
| +2% | +$42.6K | 0.5% | 49 |
|
|
2021
Q1 | $1.76M | Buy |
18,696
+4,882
| +35% | +$459K | 0.53% | 48 |
|
|
2020
Q4 | $1.1M | Buy |
13,814
+576
| +4% | +$45.8K | 0.35% | 64 |
|
|
2020
Q3 | $805K | Sell |
13,238
-1,116
| -8% | -$67.9K | 0.29% | 70 |
|
|
2020
Q2 | $847K | Sell |
14,354
-502
| -3% | -$29.6K | 0.32% | 63 |
|
|
2020
Q1 | $719K | Buy |
14,856
+274
| +2% | +$13.3K | 0.33% | 60 |
|
|
2019
Q4 | $1.08M | Buy |
+14,582
| New | +$1.08M | 0.4% | 55 |
|