Baldwin Wealth Partners’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$7.91K	﹤0.01%	468