Baldwin Wealth Partners’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-125
| Closed | -$10.9K | – | 881 |
|
|
2024
Q3 | $10.9K | Hold |
125
| – | – | ﹤0.01% | 786 |
|
|
2024
Q2 | $9.79K | Hold |
125
| – | – | ﹤0.01% | 544 |
|
|
2024
Q1 | $10.4K | Hold |
125
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $10.4K | Hold |
125
| – | – | ﹤0.01% | 569 |
|
|
2023
Q3 | $9.05K | Hold |
125
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $9.65K | Hold |
125
| – | – | ﹤0.01% | 597 |
|
|
2023
Q1 | $9.52K | Hold |
125
| – | – | ﹤0.01% | 621 |
|
|
2022
Q4 | $9.28K | Hold |
125
| – | – | ﹤0.01% | 614 |
|
|
2022
Q3 | $8K | Hold |
125
| – | – | ﹤0.01% | 536 |
|
|
2022
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $10K | Hold |
125
| – | – | ﹤0.01% | 541 |
|
|
2021
Q4 | $11K | Hold |
125
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 526 |
|
|
2021
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $10K | Hold |
125
| – | – | ﹤0.01% | 514 |
|
|
2020
Q4 | $8K | Hold |
125
| – | – | ﹤0.01% | 473 |
|
|
2020
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $6K | Hold |
125
| – | – | ﹤0.01% | 468 |
|
|
2020
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 476 |
|
|
2019
Q4 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 468 |
|