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

Montz Harcus Wealth Management’s Portfolio SLY Stock Details SLY Fund Activity
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