Polaris Wealth Advisory Group’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
2018
Q4
Sell
-413
Closed -$31K 526
2018
Q3
$31K Buy
413
+302
+272% +$22.7K ﹤0.01% 290
2018
Q2
$15K Sell
111
-111
-50% -$15K ﹤0.01% 184
2018
Q1
$15K Buy
+222
New +$15K ﹤0.01% 323