LWM
SLY
Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,217
| Closed | -$438K | – | 241 |
|
|
2023
Q1 | $438K | Buy |
+5,217
| New | +$438K | 0.09% | 134 |
|
|
2022
Q3 | $1.93M | Buy |
25,515
+10,581
| +71% | +$801K | 0.52% | 32 |
|
|
2022
Q2 | $1.2M | Sell |
14,934
-10,270
| -41% | -$822K | 0.48% | 43 |
|
|
2022
Q1 | $2.34M | Buy |
+25,204
| New | +$2.34M | 0.85% | 27 |
|
|
2021
Q4 | – | Sell |
-24,400
| Closed | -$2.31M | – | 45 |
|
|
2021
Q3 | $2.31M | Buy |
24,400
+2,930
| +14% | +$278K | 0.82% | 29 |
|
|
2021
Q2 | $2.1M | Buy |
21,470
+12,103
| +129% | +$1.18M | 0.82% | 24 |
|
|
2021
Q1 | $806K | Hold |
9,367
| – | – | 0.39% | 39 |
|
|
2020
Q4 | $806K | Buy |
+9,367
| New | +$806K | 0.39% | 39 |
|