Whitegate Investment Counselors’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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $599K | Buy |
|
|||||
|
2022
Q4 | $567K | Buy |
|
|||||
|
2022
Q3 | $345K | Buy |
|
|||||
|
2022
Q2 | $280K | Buy |
|
|||||
|
2022
Q1 | $328K | Sell |
|
|||||
|
2021
Q4 | $437K | Buy |
|
|||||
|
2021
Q3 | $377K | Buy |
|
|||||
|
2021
Q2 | $389K | Buy |
|
|||||
|
2021
Q1 | $373K | Buy |
|
|||||
|
2020
Q4 | $316K | Sell |
|
|||||
|
2020
Q3 | $592K | Sell |
|
|||||
|
2020
Q2 | $818K | Sell |
|
|||||
|
2020
Q1 | $3.99M | Sell |
|
|||||
|
2019
Q4 | $6.12M | Buy |
|
|||||
|
2019
Q3 | $5.65M | Buy |
|
|||||
|
2019
Q2 | $5.57M | Buy |
|
|||||
|
2019
Q1 | $5.47M | Buy |
|
|||||
|
2018
Q4 | $4.04M | Buy |
|
|||||
|
2018
Q3 | $4.54M | Sell |
|
|||||
|
2018
Q2 | $4.37M | Buy |
|
|||||
|
2018
Q1 | $3.81M | Buy |
|
|||||
|
2017
Q4 | $3.81M | Sell |
|
|||||
|
2017
Q3 | $3.73M | Sell |
|
|||||
|
2017
Q2 | $3.54M | Buy |
|
|||||
|
2017
Q1 | $3.46M | Buy |
|
|||||
|
2016
Q4 | $2.66M | Sell |
|
|||||
|
2016
Q3 | $2.54M | Buy |
|
|||||
|
2016
Q2 | $2.37M | Buy |
|
|||||
|
2014
Q1 | $2.57M | Buy |
|