Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $444K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $327K | Hold |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $729K | Hold |
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|
2019
Q3 | $680K | Hold |
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|
2019
Q2 | $677K | Buy |
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|
2019
Q1 | $634K | Hold |
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|
2018
Q4 | $592K | Sell |
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|
2018
Q3 | $664K | Buy |
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|
2018
Q2 | $624K | Sell |
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|
2018
Q1 | $1.02M | Hold |
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|
2017
Q4 | $1.04M | Buy |
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