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
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,082
| Closed | -$931K | – | 118 |
|
|
2023
Q1 | $931K | Sell |
11,082
-58
| -0.5% | -$4.87K | 0.59% | 42 |
|
|
2022
Q4 | $916K | Sell |
11,140
-14,840
| -57% | -$1.22M | 0.58% | 40 |
|
|
2022
Q3 | $1.97M | Buy |
25,980
+12,758
| +96% | +$965K | 0.7% | 37 |
|
|
2022
Q2 | $1.06M | Sell |
13,222
-106
| -0.8% | -$8.49K | 0.76% | 30 |
|
|
2022
Q1 | $1.25M | Buy |
+13,328
| New | +$1.25M | 0.79% | 32 |
|