Lehman & Derafelo Financial Resources’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.85M | Hold |
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2022
Q3 | $1.7M | Hold |
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2022
Q2 | $1.8M | Hold |
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|
2022
Q1 | $2.11M | Hold |
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|
2021
Q4 | $2.24M | Hold |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.32M | Hold |
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|
2021
Q1 | $2.23M | Hold |
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|
2020
Q4 | $1.89M | Hold |
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|
2020
Q3 | $1.45M | Hold |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $2.14M | Sell |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.06M | Hold |
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|
2019
Q1 | $2.02M | Buy |
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|
2018
Q4 | $1.7M | Buy |
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