Level Four Advisory Services’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 |
-21,467
| Closed | -$1.8M | – | 856 |
|
|
2023
Q1 | $1.8M | Buy |
21,467
+604
| +3% | +$50.8K | 0.12% | 193 |
|
|
2022
Q4 | $1.72M | Buy |
+20,863
| New | +$1.72M | 0.13% | 182 |
|
|
2019
Q1 | – | Sell |
-3,344
| Closed | -$201K | – | 557 |
|
|
2018
Q4 | $201K | Buy |
3,344
+388
| +13% | +$23.3K | 0.03% | 486 |
|
|
2018
Q3 | $223K | Buy |
2,956
+152
| +5% | +$11.5K | 0.02% | 534 |
|
|
2018
Q2 | $203K | Buy |
+2,804
| New | +$203K | 0.01% | 581 |
|