CWM
SLY
Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,130
| Closed | -$209K | – | 534 |
|
|
2021
Q4 | $209K | Buy |
+2,130
| New | +$209K | 0.02% | 478 |
|
|
2021
Q2 | – | Sell |
-2,195
| Closed | -$206K | – | 498 |
|
|
2021
Q1 | $206K | Buy |
+2,195
| New | +$206K | 0.02% | 432 |
|
|
2018
Q3 | – | Sell |
-56,694
| Closed | -$776K | – | 1619 |
|
|
2018
Q2 | $776K | Buy |
+56,694
| New | +$776K | 0.01% | 859 |
|