CIAS
SLY
CFS Investment Advisory Services’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
Q1 | – | Sell |
-20,144
| Closed | -$1.66M | – | 151 |
|
|
2022
Q4 | $1.66M | Sell |
20,144
-1,619,412
| -99% | -$133M | 0.38% | 40 |
|
|
2022
Q3 | $1.64M | Buy |
+1,639,556
| New | +$1.64M | 0.38% | 40 |
|
|
2022
Q2 | – | Sell |
-2,469,525
| Closed | -$26K | – | 567 |
|
|
2022
Q1 | $26K | Buy |
2,469,525
+2,443,456
| +9,373% | +$25.7K | 0.11% | 94 |
|
|
2021
Q4 | $2.4M | Sell |
26,069
-8,213
| -24% | -$756K | 0.32% | 63 |
|
|
2021
Q3 | $3.25M | Buy |
+34,282
| New | +$3.25M | 0.45% | 48 |
|