Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,616
| Closed | -$255K | – | 1029 |
|
|
2016
Q3 | $255K | Sell |
4,616
-630
| -12% | -$34.8K | 0.03% | 545 |
|
|
2016
Q2 | $272K | Sell |
5,246
-8
| -0.2% | -$415 | 0.04% | 503 |
|
|
2016
Q1 | $266K | Buy |
5,254
+124
| +2% | +$6.28K | 0.04% | 496 |
|
|
2015
Q4 | $252K | Buy |
5,130
+34
| +0.7% | +$1.67K | 0.03% | 521 |
|
|
2015
Q3 | $246K | Buy |
5,096
+238
| +5% | +$11.5K | 0.03% | 547 |
|
|
2015
Q2 | $263K | Buy |
4,858
+30
| +0.6% | +$1.62K | 0.03% | 553 |
|
|
2015
Q1 | $258K | Buy |
4,828
+976
| +25% | +$52.2K | 0.07% | 342 |
|
|
2014
Q4 | $202K | Buy |
+3,852
| New | +$202K | 0.03% | 579 |
|