IAP
SLY
Indie Asset Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,722
| Closed | -$733K | – | 91 |
|
|
2023
Q1 | $733K | Sell |
8,722
-1,325
| -13% | -$111K | 0.86% | 20 |
|
|
2022
Q4 | $826K | Sell |
10,047
-35
| -0.3% | -$2.88K | 0.91% | 16 |
|
|
2022
Q3 | $763K | Sell |
10,082
-625
| -6% | -$47.3K | 0.78% | 19 |
|
|
2022
Q2 | $857K | Sell |
10,707
-225
| -2% | -$18K | 0.76% | 18 |
|
|
2022
Q1 | $1.02M | Hold |
10,932
| – | – | 0.77% | 16 |
|
|
2021
Q4 | $1.09M | Sell |
10,932
-150
| -1% | -$14.9K | 0.79% | 19 |
|
|
2021
Q3 | $1.05M | Sell |
11,082
-377
| -3% | -$35.7K | 0.85% | 17 |
|
|
2021
Q2 | $1.12M | Sell |
11,459
-485
| -4% | -$47.4K | 0.91% | 14 |
|
|
2021
Q1 | $1.12M | Sell |
11,944
-1,040
| -8% | -$97.7K | 1.28% | 12 |
|
|
2020
Q4 | $1.03M | Sell |
12,984
-2,537
| -16% | -$202K | 1.2% | 16 |
|
|
2020
Q3 | $945K | Sell |
15,521
-1,378
| -8% | -$83.9K | 1.18% | 19 |
|
|
2020
Q2 | $1.11M | Sell |
16,899
-10,082
| -37% | -$660K | 1.39% | 14 |
|
|
2020
Q1 | $1.31M | Sell |
26,981
-8,681
| -24% | -$421K | 1.63% | 13 |
|
|
2019
Q4 | $2.58M | Buy |
+35,662
| New | +$2.58M | 2.74% | 9 |
|