EWM
SLY
Empirical 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,510
| Closed | -$967K | – | 517 |
|
|
2023
Q1 | $967K | Hold |
11,510
| – | – | 0.04% | 221 |
|
|
2022
Q4 | $946K | Hold |
11,510
| – | – | 0.04% | 217 |
|
|
2022
Q3 | $871K | Sell |
11,510
-300
| -3% | -$22.7K | 0.05% | 211 |
|
|
2022
Q2 | $946K | Hold |
11,810
| – | – | 0.05% | 204 |
|
|
2022
Q1 | $1.11M | Hold |
11,810
| – | – | 0.06% | 196 |
|
|
2021
Q4 | $1.17M | Hold |
11,810
| – | – | 0.06% | 187 |
|
|
2021
Q3 | $1.12M | Hold |
11,810
| – | – | 0.06% | 174 |
|
|
2021
Q2 | $1.15M | Hold |
11,810
| – | – | 0.07% | 171 |
|
|
2021
Q1 | $1.11M | Buy |
11,810
+3,510
| +42% | +$330K | 0.09% | 144 |
|
|
2020
Q4 | $660K | Hold |
8,300
| – | – | 0.05% | 203 |
|
|
2020
Q3 | $505K | Hold |
8,300
| – | – | 0.04% | 213 |
|
|
2020
Q2 | $490K | Buy |
+8,300
| New | +$490K | 0.05% | 213 |
|