CWP
SLY

Cyndeo Wealth Partners’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Cyndeo Wealth Partners’s Portfolio SLY Stock Details SLY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,554
Closed -$1.48M – 356
2023
Q1 		$1.48M Buy
17,554
+3,316
+23% +$279K 0.16% 149
2022
Q4 		$1.17M Buy
+14,238
New +$1.17M 0.14% 157