Householder Group Estate & Retirement Specialist’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
2023
Q1
$367K Buy
+4,367
New +$367K 0.14% 146
2022
Q4
Sell
-4,365
Closed -$330K 1252
2022
Q3
$330K Buy
4,365
+607
+16% +$45.9K 0.14% 144
2022
Q2
$301K Hold
3,758
0.13% 152
2022
Q1
$352K Buy
3,758
+1
+0% +$94 0.14% 144
2021
Q4
$374K Buy
+3,757
New +$374K 0.14% 146