RCA
SLY
Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,190
| Closed | -$80K | – | 378 |
|
|
2019
Q3 | $80K | Hold |
1,190
| – | – | 0.03% | 296 |
|
|
2019
Q2 | $80K | Hold |
1,190
| – | – | 0.03% | 277 |
|
|
2019
Q1 | $79K | Hold |
1,190
| – | – | 0.03% | 273 |
|
|
2018
Q4 | $71K | Hold |
1,190
| – | – | 0.03% | 250 |
|
|
2018
Q3 | $90K | Hold |
1,190
| – | – | 0.03% | 296 |
|
|
2018
Q2 | $86K | Buy |
1,190
+595
| +100% | +$43K | 0.04% | 299 |
|
|
2018
Q1 | $79K | Buy |
595
+180
| +43% | +$23.9K | 0.04% | 269 |
|
|
2017
Q4 | $55K | Hold |
415
| – | – | 0.03% | 284 |
|
|
2017
Q3 | $54K | Hold |
415
| – | – | 0.03% | 262 |
|
|
2017
Q2 | $51K | Hold |
415
| – | – | 0.03% | 256 |
|
|
2017
Q1 | $50K | Hold |
415
| – | – | 0.03% | 250 |
|
|
2016
Q4 | $50K | Hold |
415
| – | – | 0.03% | 260 |
|
|
2016
Q3 | $46K | Hold |
415
| – | – | 0.03% | 254 |
|
|
2016
Q2 | $43K | Buy |
+415
| New | +$43K | 0.03% | 263 |
|