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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$1.34M Buy
2022
Q4
$831K Sell
2022
Q3
$1.35M Buy
2022
Q2
$1.42M Sell
2022
Q1
$1.99M Sell
2021
Q4
$2.7M Buy
2021
Q3
$2.16M Buy
2021
Q2
$2.19M Buy
2021
Q1
$2.02M Buy
2020
Q4
$846K Buy