GoalVest Advisory’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
Q2
Sell
-547
Closed -$51K 579
2022
Q1
$51K Buy
+547
New +$51K 0.03% 155
2021
Q2
$37K Buy
379
+161
+74% +$15.7K 0.02% 159
2021
Q1
$20K Hold
218
0.01% 151
2020
Q4
$17K Buy
+218
New +$17K 0.01% 155