EWM
SLY
EPG 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 |
-146
| Closed | -$12.3K | – | 432 |
|
|
2023
Q1 | $12.3K | Hold |
146
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $12K | Hold |
146
| – | – | ﹤0.01% | 323 |
|
|
2022
Q3 | $11K | Buy |
+146
| New | +$11K | ﹤0.01% | 331 |
|
|
2022
Q2 | – | Sell |
-146
| Closed | -$14K | – | 409 |
|
|
2022
Q1 | $14K | Sell |
146
-438
| -75% | -$42K | ﹤0.01% | 343 |
|
|
2021
Q4 | $58K | Buy |
584
+3
| +0.5% | +$298 | 0.02% | 282 |
|
|
2021
Q3 | $55K | Buy |
+581
| New | +$55K | 0.02% | 268 |
|
|
2020
Q2 | – | Sell |
-575
| Closed | -$28K | – | 866 |
|
|
2020
Q1 | $28K | Buy |
575
+360
| +167% | +$17.5K | 0.02% | 351 |
|
|
2019
Q4 | $16K | Buy |
+215
| New | +$16K | 0.01% | 379 |
|