WealthSource Partners’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,409
| Closed | -$636K | – | 542 |
|
|
2022
Q3 | $636K | Sell |
8,409
-1,465
| -15% | -$111K | 0.05% | 254 |
|
|
2022
Q2 | $791K | Sell |
9,874
-446
| -4% | -$35.7K | 0.06% | 223 |
|
|
2022
Q1 | $966K | Sell |
10,320
-1,275
| -11% | -$119K | 0.07% | 225 |
|
|
2021
Q4 | $1.15M | Sell |
11,595
-259
| -2% | -$25.8K | 0.09% | 167 |
|
|
2021
Q3 | $1.12M | Buy |
+11,854
| New | +$1.12M | 0.1% | 159 |
|