WAAG
SLY
Wealth Alliance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-118,824
| Closed | -$5.76M | – | 138 |
|
|
2020
Q1 | $5.76M | Buy |
118,824
+4,647
| +4% | +$225K | 4.47% | 6 |
|
|
2019
Q4 | $8.27M | Buy |
114,177
+970
| +0.9% | +$70.3K | 4.72% | 7 |
|
|
2019
Q3 | $7.52M | Buy |
113,207
+1,424
| +1% | +$94.6K | 4.68% | 7 |
|
|
2019
Q2 | $7.52M | Buy |
111,783
+3,801
| +4% | +$256K | 4.64% | 7 |
|
|
2019
Q1 | $7.45M | Buy |
107,982
+3,055
| +3% | +$211K | 4.81% | 7 |
|
|
2018
Q4 | $6.29M | Buy |
104,927
+18,611
| +22% | +$1.12M | 4.71% | 7 |
|
|
2018
Q3 | $6.51M | Buy |
86,316
+2,134
| +3% | +$161K | 3.33% | 8 |
|
|
2018
Q2 | $6.09M | Buy |
84,182
+42,328
| +101% | +$3.06M | 3.34% | 8 |
|
|
2018
Q1 | $5.57M | Buy |
41,854
+21,164
| +102% | +$2.81M | 3.24% | 8 |
|
|
2017
Q4 | $2.75M | Buy |
+20,690
| New | +$2.75M | 2.47% | 13 |
|