GKWIM
SLY
Gerber Kawasaki Wealth & Investment 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 |
-118,479
| Closed | -$9.96M | – | 275 |
|
|
2023
Q1 | $9.96M | Buy |
118,479
+4,835
| +4% | +$406K | 0.79% | 36 |
|
|
2022
Q4 | $9.34M | Sell |
113,644
-135,420
| -54% | -$11.1M | 0.83% | 38 |
|
|
2022
Q3 | $18.9M | Buy |
249,064
+8,977
| +4% | +$679K | 1.76% | 15 |
|
|
2022
Q2 | $19.2M | Sell |
240,087
-26,856
| -10% | -$2.14M | 1.82% | 15 |
|
|
2022
Q1 | $25M | Buy |
+266,943
| New | +$25M | 2.04% | 16 |
|