Gladstone Institutional Advisory’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 |
-3,029
| Closed | -$255K | – | 728 |
|
|
2023
Q1 | $255K | Sell |
3,029
-44
| -1% | -$3.7K | 0.02% | 566 |
|
|
2022
Q4 | $253K | Hold |
3,073
| – | – | 0.02% | 549 |
|
|
2022
Q3 | $233K | Sell |
3,073
-217
| -7% | -$16.5K | 0.02% | 553 |
|
|
2022
Q2 | $263K | Buy |
3,290
+271
| +9% | +$21.7K | 0.02% | 540 |
|
|
2022
Q1 | $283K | Buy |
+3,019
| New | +$283K | 0.02% | 568 |
|