WFA
SLY
West 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
Q1 | – | Sell |
-189
| Closed | -$15.5K | – | 178 |
|
|
2022
Q4 | $15.5K | Hold |
189
| – | – | ﹤0.01% | 108 |
|
|
2022
Q3 | $14K | Hold |
189
| – | – | ﹤0.01% | 134 |
|
|
2022
Q2 | $15K | Hold |
189
| – | – | ﹤0.01% | 122 |
|
|
2022
Q1 | $18K | Hold |
189
| – | – | ﹤0.01% | 126 |
|
|
2021
Q4 | $19K | Buy |
+189
| New | +$19K | 0.01% | 138 |
|