Oakwell Private 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 |
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|
2023
Q1 | $325K | Hold |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $548K | Buy |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $554K | Sell |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $966K | Hold |
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|
2020
Q4 | $817K | Buy |
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