SWAG
SLY
Spectrum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,391
| Closed | -$257K | – | 39 |
|
|
2022
Q3 | $257K | Buy |
3,391
+4
| +0.1% | +$303 | 0.32% | 31 |
|
|
2022
Q2 | $271K | Buy |
3,387
+3
| +0.1% | +$240 | 0.3% | 32 |
|
|
2022
Q1 | $317K | Sell |
3,384
-3,140
| -48% | -$294K | 0.31% | 35 |
|
|
2021
Q4 | $649K | Buy |
6,524
+2,010
| +45% | +$200K | 0.58% | 28 |
|
|
2021
Q3 | $428K | Buy |
4,514
+5
| +0.1% | +$474 | 0.42% | 30 |
|
|
2021
Q2 | $441K | Buy |
4,509
+6
| +0.1% | +$587 | 0.43% | 31 |
|
|
2021
Q1 | $423K | Sell |
4,503
-35
| -0.8% | -$3.29K | 0.4% | 30 |
|
|
2020
Q4 | $361K | Sell |
4,538
-3,270
| -42% | -$260K | 0.41% | 26 |
|
|
2020
Q3 | $476K | Buy |
7,808
+2,938
| +60% | +$179K | 0.31% | 29 |
|
|
2020
Q2 | $287K | Sell |
4,870
-1,611
| -25% | -$94.9K | 0.41% | 27 |
|
|
2020
Q1 | $311K | Buy |
+6,481
| New | +$311K | 0.67% | 22 |
|
|
2019
Q3 | – | Sell |
-3,366
| Closed | -$227K | – | 33 |
|
|
2019
Q2 | $227K | Sell |
3,366
-2,699
| -45% | -$182K | 0.46% | 33 |
|
|
2019
Q1 | $404K | Buy |
+6,065
| New | +$404K | 0.63% | 22 |
|