Sowell Financial Services’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 % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,616
| Closed | -$544K | – | 3230 |
|
2021
Q1 | $544K | Buy |
5,616
+2,539
| +83% | +$246K | 0.02% | 614 |
|
2020
Q4 | $245K | Sell |
3,077
-177
| -5% | -$14.1K | 0.01% | 769 |
|
2020
Q3 | $198K | Sell |
3,254
-8
| -0.2% | -$487 | 0.01% | 731 |
|
2020
Q2 | $193K | Buy |
3,262
+3
| +0.1% | +$177 | 0.01% | 739 |
|
2020
Q1 | $158K | Sell |
3,259
-1,715
| -34% | -$83.1K | 0.01% | 718 |
|
2019
Q4 | $360K | Sell |
4,974
-165
| -3% | -$11.9K | 0.03% | 544 |
|
2019
Q3 | $345K | Buy |
+5,139
| New | +$345K | 0.03% | 497 |
|
2019
Q1 | $355K | Sell |
5,328
-49
| -0.9% | -$3.27K | 0.04% | 415 |
|
2018
Q4 | $322K | Buy |
+5,377
| New | +$322K | 0.05% | 371 |
|