IHT Wealth Management’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $10.4M | Sell |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $13.5M | Buy |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $387K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $360K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $47K | Buy |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $34K | Buy |
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|
2017
Q2 | $17 | Sell |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $30K | Buy |
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