Montz Harcus Wealth Management’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
2023
Q2
Sell
2023
Q1
$1.9M Buy
2022
Q4
$1.85M Buy
2022
Q3
$1.7M Sell
2022
Q2
$1.8M Buy
2022
Q1
$2.1M Sell
2021
Q4
$2.23M Buy