BWG
Balanced Wealth Group’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 | $10.3M | Buy |
127,089
+15,086
| +13% | +$1.22M | 4.46% | 7 |
|
|
2025
Q1 | $8.78M | Buy |
112,003
+1,072
| +1% | +$84K | 4.24% | 7 |
|
|
2024
Q4 | $9.73M | Buy |
110,931
+2,472
| +2% | +$217K | 4.37% | 7 |
|
|
2024
Q3 | $9.29M | Sell |
108,459
-203,937
| -65% | -$17.5M | 4.11% | 8 |
|
|
2024
Q2 | $7.94M | Buy |
312,396
+11,787
| +4% | +$300K | 3.61% | 8 |
|
|
2024
Q1 | $7.38M | Buy |
300,609
+271,557
| +935% | +$6.67M | 3.29% | 9 |
|
|
2023
Q4 | $2.42M | Buy |
+29,052
| New | +$2.42M | 1.26% | 20 |
|