US Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,582
| Closed | -$301K | – | 73 |
|
|
2023
Q1 | $301K | Hold |
3,582
| – | – | 0.13% | 59 |
|
|
2022
Q4 | $294K | Hold |
3,582
| – | – | 0.15% | 59 |
|
|
2022
Q3 | $271K | Hold |
3,582
| – | – | 0.15% | 43 |
|
|
2022
Q2 | $287K | Hold |
3,582
| – | – | 0.16% | 43 |
|
|
2022
Q1 | $335K | Hold |
3,582
| – | – | 0.16% | 51 |
|
|
2021
Q4 | $356K | Sell |
3,582
-38
| -1% | -$3.78K | 0.16% | 47 |
|
|
2021
Q3 | $343K | Buy |
3,620
+38
| +1% | +$3.6K | 0.17% | 43 |
|
|
2021
Q2 | $350K | Hold |
3,582
| – | – | 0.17% | 41 |
|
|
2021
Q1 | $337K | Hold |
3,582
| – | – | 0.09% | 106 |
|
|
2020
Q4 | $285K | Buy |
+3,582
| New | +$285K | 0.09% | 99 |
|