Forum Financial 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
2023
Q1
Sell
-4,352
Closed -$358K 650
2022
Q4
$358K Hold
4,352
0.01% 345
2022
Q3
$329K Hold
4,352
0.02% 319
2022
Q2
$350K Buy
+4,352
New +$350K 0.02% 309