Keystone Financial Group (Kentucky)’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
2022
Q4
$953K Sell
11,592
-86
-0.7% -$7.07K 0.19% 95
2022
Q3
$884K Buy
11,678
+40
+0.3% +$3.03K 0.18% 97
2022
Q2
$932K Sell
11,638
-223
-2% -$17.9K 0.18% 97
2022
Q1
$1.11M Sell
11,861
-11
-0.1% -$1.03K 0.19% 93
2021
Q4
$1.18M Sell
11,872
-55
-0.5% -$5.47K 0.19% 101
2021
Q3
$1.13M Buy
11,927
+216
+2% +$20.5K 0.2% 95
2021
Q2
$1.15M Buy
11,711
+183
+2% +$17.9K 0.21% 95
2021
Q1
$1.08M Buy
+11,528
New +$1.08M 0.21% 96