PWA
SLY

PCG Wealth Advisors’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

PCG Wealth Advisors’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,082
Closed -$931K – 118
2023
Q1 		$931K Sell
11,082
-58
-0.5% -$5.03K 0.59% 42
2022
Q4 		$916K Sell
11,140
-14,840
-57% -$1.24M 0.58% 40
2022
Q3 		$1.97M Buy
25,980
+12,758
+96% +$1.07M 0.7% 37
2022
Q2 		$1.06M Sell
13,222
-106
-0.8% -$9.15K 0.76% 30
2022
Q1 		$1.25M Buy
+13,328
New +$1.25M 0.79% 32

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return