Essex Private 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,889
| Closed | -$784K | – | 66 |
|
|
2021
Q4 | $784K | Hold |
7,889
| – | – | 0.66% | 24 |
|
|
2021
Q3 | $747K | Hold |
7,889
| – | – | 0.68% | 27 |
|
|
2021
Q2 | $771K | Hold |
7,889
| – | – | 0.7% | 28 |
|
|
2021
Q1 | $741K | Hold |
7,889
| – | – | 0.71% | 26 |
|
|
2020
Q4 | $627K | Hold |
7,889
| – | – | 0.61% | 33 |
|
|
2020
Q3 | $480K | Hold |
7,889
| – | – | 0.5% | 38 |
|
|
2020
Q2 | $465K | Hold |
7,889
| – | – | 0.54% | 38 |
|
|
2020
Q1 | $382K | Hold |
7,889
| – | – | 0.5% | 39 |
|
|
2019
Q4 | $571K | Buy |
+7,889
| New | +$571K | 0.58% | 35 |
|