JSW
SLY
Journey Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56,695
| Closed | -$4.76M | – | 275 |
|
|
2023
Q1 | $4.76M | Hold |
56,695
| – | – | 0.5% | 20 |
|
|
2022
Q4 | $4.66M | Hold |
56,695
| – | – | 0.55% | 18 |
|
|
2022
Q3 | $4.29M | Hold |
56,695
| – | – | 0.58% | 16 |
|
|
2022
Q2 | $4.54M | Hold |
56,695
| – | – | 0.61% | 15 |
|
|
2022
Q1 | $5.31M | Sell |
56,695
-36,161
| -39% | -$3.38M | 0.58% | 9 |
|
|
2021
Q4 | $9.23M | Buy |
+92,856
| New | +$9.23M | 0.96% | 12 |
|