Larson Financial Group’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 |
-370
| Closed | -$31.1K | – | 1641 |
|
|
2023
Q1 | $31.1K | Hold |
370
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $30.4K | Buy |
370
+18
| +5% | +$1.48K | ﹤0.01% | 607 |
|
|
2022
Q3 | $27K | Buy |
352
+13
| +4% | +$997 | ﹤0.01% | 569 |
|
|
2022
Q2 | $27K | Buy |
339
+147
| +77% | +$11.7K | ﹤0.01% | 491 |
|
|
2022
Q1 | $18K | Buy |
192
+72
| +60% | +$6.75K | ﹤0.01% | 551 |
|
|
2021
Q4 | $12K | Buy |
120
+15
| +14% | +$1.5K | ﹤0.01% | 653 |
|
|
2021
Q3 | $10K | Buy |
+105
| New | +$10K | ﹤0.01% | 603 |
|
|
2020
Q4 | – | Sell |
-2
| Closed | – | – | 883 |
|
|
2020
Q3 | $0 | Sell |
2
-49
| -96% | – | ﹤0.01% | 876 |
|
|
2020
Q2 | $3K | Buy |
51
+49
| +2,450% | +$2.88K | ﹤0.01% | 542 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 698 |
|