AO
Advisor OS’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 | – | Sell |
-6,933
| Closed | -$544K | – | 471 |
|
|
2025
Q1 | $544K | Sell |
6,933
-102
| -1% | -$8K | 0.06% | 226 |
|
|
2024
Q4 | $614K | Sell |
7,035
-333
| -5% | -$29.1K | 0.07% | 191 |
|
|
2024
Q3 | $640K | Hold |
7,368
| – | – | 0.06% | 224 |
|
|
2024
Q2 | $577K | Hold |
7,368
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $611K | Sell |
7,368
-8,643
| -54% | -$717K | 0.07% | 212 |
|
|
2023
Q4 | $1.33M | Buy |
+16,011
| New | +$1.33M | 0.17% | 102 |
|
|
2022
Q4 | – | Sell |
-3,204
| Closed | -$215K | – | 219 |
|
|
2022
Q3 | $215K | Sell |
3,204
-274
| -8% | -$18.4K | 0.06% | 185 |
|
|
2022
Q2 | $252K | Hold |
3,478
| – | – | 0.07% | 187 |
|
|
2022
Q1 | $290K | Buy |
+3,478
| New | +$290K | 0.08% | 178 |
|