OPWM
SLY
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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,865
| Closed | -$325K | – | 66 |
|
|
2023
Q1 | $325K | Hold |
3,865
| – | – | 0.15% | 48 |
|
|
2022
Q4 | $318K | Sell |
3,865
-1,603
| -29% | -$132K | 0.15% | 47 |
|
|
2022
Q3 | $414K | Buy |
5,468
+1,585
| +41% | +$120K | 0.23% | 41 |
|
|
2022
Q2 | $311K | Sell |
3,883
-1,968
| -34% | -$158K | 0.18% | 48 |
|
|
2022
Q1 | $548K | Buy |
5,851
+29
| +0.5% | +$2.72K | 0.28% | 39 |
|
|
2021
Q4 | $579K | Sell |
5,822
-23
| -0.4% | -$2.29K | 0.29% | 37 |
|
|
2021
Q3 | $554K | Sell |
5,845
-2,736
| -32% | -$259K | 0.3% | 35 |
|
|
2021
Q2 | $839K | Sell |
8,581
-1,693
| -16% | -$166K | 0.54% | 30 |
|
|
2021
Q1 | $966K | Hold |
10,274
| – | – | 0.68% | 24 |
|
|
2020
Q4 | $817K | Buy |
+10,274
| New | +$817K | 0.64% | 29 |
|