Optimum Investment Advisors’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 |
-200
| Closed | -$16.8K | – | 759 |
|
|
2023
Q1 | $16.8K | Hold |
200
| – | – | 0.01% | 497 |
|
|
2022
Q4 | $16.4K | Hold |
200
| – | – | 0.01% | 514 |
|
|
2022
Q3 | $15K | Hold |
200
| – | – | 0.01% | 537 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | 0.01% | 547 |
|
|
2022
Q1 | $19K | Hold |
200
| – | – | 0.01% | 574 |
|
|
2021
Q4 | $20K | Hold |
200
| – | – | 0.01% | 596 |
|
|
2021
Q3 | $19K | Hold |
200
| – | – | 0.01% | 600 |
|
|
2021
Q2 | $20K | Hold |
200
| – | – | 0.01% | 661 |
|
|
2021
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 677 |
|