CSIC
SLY
Clifford Swan Investment Counsel’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 |
-3,000
| Closed | -$252K | – | 302 |
|
|
2023
Q1 | $252K | Hold |
3,000
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $247K | Hold |
3,000
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $227K | Hold |
3,000
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $240K | Hold |
3,000
| – | – | 0.01% | 298 |
|
|
2022
Q1 | $281K | Hold |
3,000
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $298K | Hold |
3,000
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $301K | Hold |
3,000
| – | – | 0.01% | 282 |
|
|
2021
Q2 | $282K | Hold |
3,000
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $282K | Hold |
3,000
| – | – | 0.01% | 283 |
|
|
2020
Q4 | $239K | Buy |
+3,000
| New | +$239K | 0.01% | 294 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$217K | – | 325 |
|
|
2019
Q4 | $217K | Hold |
3,000
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $202K | Hold |
3,000
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $203K | Hold |
3,000
| – | – | 0.01% | 306 |
|
|
2019
Q1 | $200K | Buy |
+3,000
| New | +$200K | 0.01% | 300 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$226K | – | 326 |
|
|
2018
Q3 | $226K | Hold |
3,000
| – | – | 0.01% | 291 |
|
|
2018
Q2 | $217K | Buy |
+3,000
| New | +$217K | 0.01% | 295 |
|