KFI
SLY
Key Financial Inc’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 |
-1,406
| Closed | -$118K | – | 1398 |
|
|
2023
Q1 | $118K | Hold |
1,406
| – | – | 0.04% | 259 |
|
|
2022
Q4 | $106K | Hold |
1,406
| – | – | 0.05% | 238 |
|
|
2022
Q3 | $106K | Hold |
1,406
| – | – | 0.05% | 241 |
|
|
2022
Q2 | $114K | Hold |
1,406
| – | – | 0.06% | 218 |
|
|
2022
Q1 | $132K | Buy |
1,406
+40
| +3% | +$3.76K | 0.07% | 212 |
|
|
2021
Q4 | $136K | Hold |
1,366
| – | – | 0.07% | 192 |
|
|
2021
Q3 | $129K | Hold |
1,366
| – | – | 0.07% | 190 |
|
|
2021
Q2 | $130K | Sell |
1,366
-210
| -13% | -$20K | 0.07% | 191 |
|
|
2021
Q1 | $148K | Sell |
1,576
-105
| -6% | -$9.86K | 0.1% | 162 |
|
|
2020
Q4 | $134K | Buy |
+1,681
| New | +$134K | 0.1% | 159 |
|
|
2020
Q2 | – | Sell |
-1,681
| Closed | -$82K | – | 735 |
|
|
2020
Q1 | $82K | Buy |
+1,681
| New | +$82K | 0.08% | 177 |
|