AWM
Accel Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,395
| Closed | -$209K | – | 265 |
|
|
2024
Q4 | $209K | Hold |
2,395
| – | – | 0.08% | 229 |
|
|
2024
Q3 | $208K | Buy |
+2,395
| New | +$208K | 0.08% | 233 |
|
|
2024
Q1 | – | Sell |
-4,163
| Closed | -$347K | – | 234 |
|
|
2023
Q4 | $347K | Sell |
4,163
-36
| -0.9% | -$3K | 0.17% | 127 |
|
|
2023
Q3 | $304K | Hold |
4,199
| – | – | 0.17% | 121 |
|
|
2023
Q2 | $324K | Buy |
+4,199
| New | +$324K | 0.18% | 116 |
|