NWMG
SLY
National Wealth Management Group’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 |
-5,031
| Closed | -$401K | – | 180 |
|
|
2023
Q1 | $401K | Sell |
5,031
-245
| -5% | -$19.5K | 0.46% | 71 |
|
|
2022
Q4 | $434K | Buy |
5,276
+248
| +5% | +$20.4K | 0.52% | 63 |
|
|
2022
Q3 | $381K | Sell |
5,028
-2,204
| -30% | -$167K | 0.49% | 57 |
|
|
2022
Q2 | $579K | Sell |
7,232
-1,007
| -12% | -$80.6K | 0.73% | 37 |
|
|
2022
Q1 | $771K | Sell |
8,239
-401
| -5% | -$37.5K | 0.74% | 39 |
|
|
2021
Q4 | $859K | Buy |
+8,640
| New | +$859K | 0.8% | 37 |
|