PMFA
SLY
Plante Moran Financial 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 |
-598
| Closed | -$50.2K | – | 919 |
|
|
2023
Q1 | $50.2K | Hold |
598
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $49.1K | Buy |
598
+224
| +60% | +$18.4K | 0.01% | 309 |
|
|
2022
Q3 | $28K | Buy |
374
+334
| +835% | +$25K | ﹤0.01% | 399 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 790 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 707 |
|
|
2021
Q4 | $4K | Sell |
40
-2,218
| -98% | -$222K | ﹤0.01% | 871 |
|
|
2021
Q3 | $214K | Buy |
2,258
+2,218
| +5,545% | +$210K | 0.05% | 179 |
|
|
2021
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 835 |
|