WAP
SLY
Wealthcare Advisory Partners’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 |
-4,735
| Closed | -$398K | – | 772 |
|
|
2023
Q1 | $398K | Buy |
+4,735
| New | +$398K | 0.02% | 515 |
|
|
2022
Q4 | – | Sell |
-7,580
| Closed | -$574K | – | 711 |
|
|
2022
Q3 | $574K | Buy |
+7,580
| New | +$574K | 0.03% | 327 |
|
|
2021
Q2 | – | Sell |
-1,712
| Closed | -$161K | – | 2132 |
|
|
2021
Q1 | $161K | Buy |
+1,712
| New | +$161K | 0.01% | 531 |
|
|
2020
Q2 | – | Sell |
-688
| Closed | -$33K | – | 1548 |
|
|
2020
Q1 | $33K | Sell |
688
-3,716
| -84% | -$178K | ﹤0.01% | 603 |
|
|
2019
Q4 | $319K | Buy |
4,404
+1,102
| +33% | +$79.8K | 0.04% | 231 |
|
|
2019
Q3 | $222K | Buy |
3,302
+1
| +0% | +$67 | 0.03% | 257 |
|
|
2019
Q2 | $223K | Buy |
3,301
+683
| +26% | +$46.1K | 0.04% | 257 |
|
|
2019
Q1 | $175K | Sell |
2,618
-100
| -4% | -$6.68K | 0.03% | 258 |
|
|
2018
Q4 | $163K | Hold |
2,718
| – | – | 0.03% | 235 |
|
|
2018
Q3 | $205K | Buy |
+2,718
| New | +$205K | 0.04% | 216 |
|