AWM
Austin 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
Q2 | $429K | Sell |
5,305
-1,473
| -22% | -$119K | 0.08% | 89 |
|
|
2025
Q1 | $498K | Sell |
6,778
-46
| -0.7% | -$3.38K | 0.1% | 79 |
|
|
2024
Q4 | $606K | Sell |
6,824
-110
| -2% | -$9.77K | 0.13% | 74 |
|
|
2024
Q3 | $585K | Sell |
6,934
-86
| -1% | -$7.25K | 0.13% | 73 |
|
|
2024
Q2 | $570K | Hold |
7,020
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $571K | Sell |
7,020
-166
| -2% | -$13.5K | 0.14% | 70 |
|
|
2023
Q4 | $582K | Sell |
7,186
-711
| -9% | -$57.6K | 0.16% | 68 |
|
|
2023
Q3 | $583K | Buy |
+7,897
| New | +$583K | 0.18% | 64 |
|