TMWM
SLY
Taylor & Morgan Wealth Management’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 |
-126,611
| Closed | -$10.6M | – | 69 |
|
|
2023
Q1 | $10.6M | Buy |
126,611
+1,916
| +2% | +$161K | 9.25% | 3 |
|
|
2022
Q4 | $10.3M | Buy |
124,695
+2,212
| +2% | +$182K | 9.66% | 2 |
|
|
2022
Q3 | $9.27M | Sell |
122,483
-13,783
| -10% | -$1.04M | 9.23% | 3 |
|
|
2022
Q2 | $10.9M | Buy |
136,266
+3,477
| +3% | +$278K | 10.35% | 2 |
|
|
2022
Q1 | $12.4M | Buy |
132,789
+16,910
| +15% | +$1.58M | 10.17% | 2 |
|
|
2021
Q4 | $11.5M | Buy |
+115,879
| New | +$11.5M | 9.32% | 2 |
|