EWM
SLY
Evermay 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
Q1 | – | Sell |
-114
| Closed | -$9.37K | – | 592 |
|
|
2022
Q4 | $9.37K | Hold |
114
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $9K | Hold |
114
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $9K | Sell |
114
-189
| -62% | -$14.9K | ﹤0.01% | 414 |
|
|
2022
Q1 | $28K | Sell |
303
-31
| -9% | -$2.87K | ﹤0.01% | 345 |
|
|
2021
Q4 | $33K | Buy |
+334
| New | +$33K | 0.01% | 320 |
|