Ironwood Wealth Management (Arizona)’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
Q2 | – | Sell |
-64,745
| Closed | -$5.44M | – | 45 |
|
|
2023
Q1 | $5.44M | Sell |
64,745
-2,485
| -4% | -$209K | 2.15% | 11 |
|
|
2022
Q4 | $5.53M | Buy |
67,230
+41,671
| +163% | +$3.43M | 2.31% | 11 |
|
|
2022
Q3 | $2.05M | Hold |
25,559
| – | – | 0.92% | 16 |
|
|
2022
Q2 | $2.05M | Sell |
25,559
-5,724
| -18% | -$458K | 0.92% | 16 |
|
|
2022
Q1 | $2.93M | Buy |
31,283
+8,142
| +35% | +$762K | 1.2% | 16 |
|
|
2021
Q4 | $2.3M | Sell |
23,141
-7
| -0% | -$696 | 1% | 12 |
|
|
2021
Q3 | $2.19M | Sell |
23,148
-443
| -2% | -$42K | 1.03% | 12 |
|
|
2021
Q2 | $2.3M | Sell |
23,591
-3,148
| -12% | -$307K | 1.32% | 12 |
|
|
2021
Q1 | $2.51M | Sell |
26,739
-746
| -3% | -$70.1K | 1.61% | 10 |
|
|
2020
Q4 | $2.19M | Sell |
27,485
-1,494
| -5% | -$119K | 1.36% | 13 |
|
|
2020
Q3 | $1.71M | Hold |
28,979
| – | – | 1.27% | 15 |
|
|
2020
Q2 | $1.71M | Buy |
28,979
+6,255
| +28% | +$369K | 1.27% | 15 |
|
|
2020
Q1 | $1.1M | Buy |
22,724
+13,482
| +146% | +$653K | 0.92% | 18 |
|
|
2019
Q4 | $670K | Sell |
9,242
-828
| -8% | -$60K | 0.47% | 23 |
|
|
2019
Q3 | $677K | Buy |
10,070
+5,918
| +143% | +$398K | 0.51% | 22 |
|
|
2019
Q2 | $281K | Buy |
+4,152
| New | +$281K | 0.22% | 30 |
|