GSWM
SLY
Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $372K | Buy |
3,974
+1,323
| +50% | +$124K | 0.07% | 210 |
|
|
2021
Q4 | $263K | Buy |
2,651
+323
| +14% | +$32K | 0.05% | 312 |
|
|
2021
Q3 | $221K | Sell |
2,328
-81
| -3% | -$7.69K | 0.05% | 277 |
|
|
2021
Q2 | $235K | Buy |
+2,409
| New | +$235K | 0.05% | 259 |
|
|
2020
Q4 | – | Sell |
-1,167
| Closed | -$71K | – | 456 |
|
|
2020
Q3 | $71K | Buy |
+1,167
| New | +$71K | 0.02% | 301 |
|
|
2020
Q2 | – | Sell |
-1,784
| Closed | -$86K | – | 1027 |
|
|
2020
Q1 | $86K | Buy |
+1,784
| New | +$86K | 0.04% | 274 |
|
|
2019
Q4 | – | Sell |
-1,110
| Closed | -$75K | – | 1105 |
|
|
2019
Q3 | $75K | Hold |
1,110
| – | – | 0.02% | 357 |
|
|
2019
Q2 | $75K | Hold |
1,110
| – | – | 0.02% | 382 |
|
|
2019
Q1 | $74K | Buy |
+1,110
| New | +$74K | 0.02% | 372 |
|