AFAS
Acorn Financial Advisory Services’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
Q2 | $1.05M | Hold |
13,115
| – | – | 0.17% | 64 |
|
|
2025
Q1 | $1.03M | Sell |
13,115
-694
| -5% | -$54.4K | 0.19% | 65 |
|
|
2024
Q4 | $1.2M | Buy |
13,809
+55
| +0.4% | +$4.8K | 0.2% | 59 |
|
|
2024
Q3 | $1.19M | Buy |
13,754
+900
| +7% | +$78.1K | 0.21% | 53 |
|
|
2024
Q2 | $1.01M | Sell |
12,854
-2,336
| -15% | -$183K | 0.19% | 64 |
|
|
2024
Q1 | $1.26M | Sell |
15,190
-3,474
| -19% | -$288K | 0.24% | 57 |
|
|
2023
Q4 | $1.54M | Sell |
18,664
-4,327
| -19% | -$358K | 0.27% | 54 |
|
|
2023
Q3 | $1.65M | Buy |
22,991
+104
| +0.5% | +$7.48K | 0.3% | 52 |
|
|
2023
Q2 | $1.77M | Hold |
22,887
| – | – | 0.31% | 46 |
|
|
2023
Q1 | $1.74M | Buy |
22,887
+800
| +4% | +$60.9K | 0.34% | 42 |
|
|
2022
Q4 | $1.64M | Sell |
22,087
-800
| -3% | -$59.4K | 0.35% | 35 |
|
|
2022
Q3 | $1.54M | Hold |
22,887
| – | – | 0.37% | 35 |
|
|
2022
Q2 | $1.66M | Hold |
22,887
| – | – | 0.4% | 35 |
|
|
2022
Q1 | $1.9M | Hold |
22,887
| – | – | 0.38% | 37 |
|
|
2021
Q4 | $1.94M | Sell |
22,887
-233
| -1% | -$19.8K | 0.39% | 40 |
|
|
2021
Q3 | $1.9M | Hold |
23,120
| – | – | 0.59% | 38 |
|
|
2021
Q2 | $1.98M | Sell |
23,120
-348
| -1% | -$29.8K | 0.58% | 41 |
|
|
2021
Q1 | $1.93M | Hold |
23,468
| – | – | 0.71% | 31 |
|
|
2020
Q4 | $1.56M | Hold |
23,468
| – | – | 0.61% | 40 |
|
|
2020
Q3 | $1.18M | Sell |
23,468
-94
| -0.4% | -$4.73K | 0.62% | 40 |
|
|
2020
Q2 | $1.16M | Buy |
23,562
+94
| +0.4% | +$4.62K | 0.81% | 31 |
|
|
2020
Q1 | $958K | Sell |
23,468
-383
| -2% | -$15.6K | 0.95% | 29 |
|
|
2019
Q4 | $1.57M | Buy |
+23,851
| New | +$1.57M | 1.32% | 13 |
|