Prosperity Consulting 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
2023
Q2
Sell
-8,336
Closed -$700K 111
2023
Q1
$700K Sell
8,336
-330
-4% -$27.7K 0.44% 57
2022
Q4
$712K Buy
8,666
+316
+4% +$26K 0.47% 55
2022
Q3
$632K Sell
8,350
-166
-2% -$12.6K 0.52% 52
2022
Q2
$682K Sell
8,516
-16
-0.2% -$1.28K 0.59% 44
2022
Q1
$799K Buy
8,532
+12
+0.1% +$1.12K 0.59% 43
2021
Q4
$788K Buy
+8,520
New +$788K 0.59% 44