OGF
SLY
Orin Green Financial’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 |
-6,553
| Closed | -$551K | – | 78 |
|
|
2023
Q1 | $551K | Sell |
6,553
-314
| -5% | -$26.4K | 0.3% | 42 |
|
|
2022
Q4 | $565K | Buy |
6,867
+414
| +6% | +$34K | 0.33% | 40 |
|
|
2022
Q3 | $489K | Sell |
6,453
-204
| -3% | -$15.5K | 0.32% | 42 |
|
|
2022
Q2 | $533K | Sell |
6,657
-752
| -10% | -$60.2K | 0.33% | 43 |
|
|
2022
Q1 | $694K | Hold |
7,409
| – | – | 0.45% | 37 |
|
|
2021
Q4 | $685K | Buy |
7,409
+209
| +3% | +$19.3K | 0.5% | 34 |
|
|
2021
Q3 | $682K | Sell |
7,200
-168
| -2% | -$15.9K | 0.48% | 38 |
|
|
2021
Q2 | $720K | Buy |
7,368
+38
| +0.5% | +$3.71K | 0.51% | 35 |
|
|
2021
Q1 | $689K | Sell |
7,330
-1,692
| -19% | -$159K | 0.56% | 35 |
|
|
2020
Q4 | $718K | Buy |
+9,022
| New | +$718K | 0.57% | 35 |
|