Graves Light Lenhart Wealth’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
Q3 | – | Sell |
-1,100
| Closed | -$88K | – | 644 |
|
|
2022
Q2 | $88K | Hold |
1,100
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $103K | Hold |
1,100
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $109K | Hold |
1,100
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $104K | Hold |
1,100
| – | – | 0.02% | 270 |
|
|
2021
Q2 | $108K | Hold |
1,100
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $103K | Hold |
1,100
| – | – | 0.02% | 272 |
|
|
2020
Q4 | $87K | Buy |
+1,100
| New | +$87K | 0.02% | 292 |
|