Aviso Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,328
| Closed | -$203K | – | 142 |
|
|
2024
Q4 | $203K | Sell |
2,328
-192
| -8% | -$16.8K | 0.1% | 140 |
|
|
2024
Q3 | $219K | Sell |
2,520
-249
| -9% | -$21.6K | 0.12% | 139 |
|
|
2024
Q2 | $217K | Sell |
2,769
-553
| -17% | -$43.3K | 0.13% | 142 |
|
|
2024
Q1 | $276K | Buy |
3,322
+801
| +32% | +$66.5K | 0.17% | 121 |
|
|
2023
Q4 | $210K | Buy |
+2,521
| New | +$210K | 0.15% | 136 |
|