PWM
SLY
Paulson 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 |
-18,049
| Closed | -$1.52M | – | 130 |
|
|
2023
Q1 | $1.52M | Buy |
18,049
+1,463
| +9% | +$123K | 0.67% | 20 |
|
|
2022
Q4 | $1.36M | Buy |
+16,586
| New | +$1.36M | 0.67% | 20 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 628 |
|
|
2017
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 631 |
|