MHWM
SLY
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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,588
| Closed | -$1.9M | – | 60 |
|
|
2023
Q1 | $1.9M | Buy |
22,588
+79
| +0.4% | +$6.64K | 1.75% | 14 |
|
|
2022
Q4 | $1.85M | Buy |
22,509
+98
| +0.4% | +$8.06K | 1.83% | 13 |
|
|
2022
Q3 | $1.7M | Sell |
22,411
-85
| -0.4% | -$6.43K | 1.87% | 14 |
|
|
2022
Q2 | $1.8M | Buy |
22,496
+106
| +0.5% | +$8.49K | 1.9% | 14 |
|
|
2022
Q1 | $2.1M | Sell |
22,390
-62
| -0.3% | -$5.8K | 1.88% | 14 |
|
|
2021
Q4 | $2.23M | Buy |
+22,452
| New | +$2.23M | 1.95% | 14 |
|