WWM
SLY
Western Wealth Management’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 |
-22,887
| Closed | -$1.92M | – | 677 |
|
|
2023
Q1 | $1.92M | Buy |
22,887
+2,108
| +10% | +$177K | 0.18% | 131 |
|
|
2022
Q4 | $1.71M | Sell |
20,779
-21,026
| -50% | -$1.73M | 0.17% | 139 |
|
|
2022
Q3 | $3.17M | Sell |
41,805
-4,345
| -9% | -$329K | 0.18% | 122 |
|
|
2022
Q2 | $3.7M | Sell |
46,150
-3,122
| -6% | -$250K | 0.21% | 106 |
|
|
2022
Q1 | $4.61M | Buy |
49,272
+17,829
| +57% | +$1.67M | 0.22% | 95 |
|
|
2021
Q4 | $3.13M | Buy |
+31,443
| New | +$3.13M | 0.31% | 65 |
|
|
2021
Q2 | $2.58M | Buy |
26,394
+4,571
| +21% | +$447K | 0.27% | 86 |
|
|
2021
Q1 | $2.05M | Buy |
21,823
+8,153
| +60% | +$766K | 0.28% | 81 |
|
|
2020
Q4 | $1.09M | Buy |
13,670
+7,916
| +138% | +$629K | 0.16% | 147 |
|
|
2020
Q3 | $351K | Buy |
+5,754
| New | +$351K | 0.06% | 300 |
|