KWM
SLY
Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,612
| Closed | -$1.64M | – | 886 |
|
|
2020
Q4 | $1.64M | Sell |
20,612
-1,508
| -7% | -$120K | 0.12% | 190 |
|
|
2020
Q3 | $1.35M | Buy |
22,120
+12,666
| +134% | +$771K | 0.12% | 181 |
|
|
2020
Q2 | $558K | Buy |
9,454
+2,316
| +32% | +$137K | 0.06% | 306 |
|
|
2020
Q1 | $346K | Buy |
7,138
+221
| +3% | +$10.7K | 0.05% | 317 |
|
|
2019
Q4 | $501K | Buy |
+6,917
| New | +$501K | 0.06% | 279 |
|
|
2019
Q2 | – | Sell |
-4,169
| Closed | -$278K | – | 484 |
|
|
2019
Q1 | $278K | Sell |
4,169
-1,521
| -27% | -$101K | 0.04% | 370 |
|
|
2018
Q4 | $341K | Sell |
5,690
-545
| -9% | -$32.7K | 0.07% | 266 |
|
|
2018
Q3 | $471K | Buy |
6,235
+36
| +0.6% | +$2.72K | 0.1% | 233 |
|
|
2018
Q2 | $448K | Buy |
6,199
+3,713
| +149% | +$268K | 0.11% | 205 |
|
|
2018
Q1 | $331K | Buy |
2,486
+321
| +15% | +$42.7K | 0.08% | 248 |
|
|
2017
Q4 | $288K | Buy |
+2,165
| New | +$288K | 0.1% | 251 |
|