AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.5K | Hold |
432
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $33.8K | Hold |
432
| – | – | 0.02% | 143 |
|
|
2024
Q1 | $35.8K | Sell |
432
-860
| -67% | -$71.4K | 0.02% | 143 |
|
|
2023
Q4 | $108K | Sell |
1,292
-967
| -43% | -$80.6K | 0.07% | 107 |
|
|
2023
Q3 | $163K | Hold |
2,259
| – | – | 0.12% | 95 |
|
|
2023
Q2 | $174K | Buy |
2,259
+163
| +8% | +$12.6K | 0.13% | 92 |
|
|
2023
Q1 | $160K | Hold |
2,096
| – | – | 0.13% | 93 |
|
|
2022
Q4 | $156K | Hold |
2,096
| – | – | 0.14% | 95 |
|
|
2022
Q3 | $141K | Hold |
2,096
| – | – | 0.13% | 89 |
|
|
2022
Q2 | $152K | Sell |
2,096
-83
| -4% | -$6.02K | 0.14% | 89 |
|
|
2022
Q1 | $182K | Sell |
2,179
-174
| -7% | -$14.5K | 0.14% | 88 |
|
|
2021
Q4 | $199K | Buy |
+2,353
| New | +$199K | 0.16% | 86 |
|