RW
SLY
RVW Wealth’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 |
-262,035
| Closed | -$22M | – | 163 |
|
|
2023
Q1 | $22M | Sell |
262,035
-57,864
| -18% | -$4.86M | 2.73% | 9 |
|
|
2022
Q4 | $26.3M | Sell |
319,899
-8,445
| -3% | -$694K | 3.35% | 5 |
|
|
2022
Q3 | $24.9M | Sell |
328,344
-1,707
| -0.5% | -$129K | 3.49% | 6 |
|
|
2022
Q2 | $26.4M | Sell |
330,051
-2,736
| -0.8% | -$219K | 3.54% | 7 |
|
|
2022
Q1 | $31.2M | Buy |
332,787
+1,110
| +0.3% | +$104K | 3.6% | 7 |
|
|
2021
Q4 | $33M | Sell |
331,677
-6,459
| -2% | -$642K | 3.68% | 8 |
|
|
2021
Q3 | $32M | Buy |
338,136
+13,281
| +4% | +$1.26M | 3.85% | 7 |
|
|
2021
Q2 | $32M | Buy |
324,855
+13,618
| +4% | +$1.34M | 4% | 8 |
|
|
2021
Q1 | $29M | Buy |
311,237
+65,792
| +27% | +$6.13M | 3.79% | 7 |
|
|
2020
Q4 | $20M | Buy |
245,445
+3,230
| +1% | +$263K | 2.93% | 14 |
|
|
2020
Q3 | $14.7M | Sell |
242,215
-89
| -0% | -$5.42K | 2.49% | 19 |
|
|
2020
Q2 | $14.3M | Sell |
242,304
-173,036
| -42% | -$10.2M | 2.61% | 17 |
|
|
2020
Q1 | $20.1M | Buy |
+415,340
| New | +$20.1M | 4.7% | 3 |
|