Bartlett & Co 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
Q2 | $36.7K | Sell |
460
-20
| -4% | -$1.6K | ﹤0.01% | 712 |
|
|
2025
Q1 | $37.6K | Sell |
480
-12
| -2% | -$941 | ﹤0.01% | 707 |
|
|
2024
Q4 | $42.9K | Hold |
492
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $42.7K | Hold |
492
| – | – | ﹤0.01% | 685 |
|
|
2024
Q2 | $38.5K | Sell |
492
-304
| -38% | -$23.8K | ﹤0.01% | 705 |
|
|
2024
Q1 | $66K | Buy |
796
+510
| +178% | +$42.3K | ﹤0.01% | 618 |
|
|
2023
Q4 | $24.2K | Hold |
286
| – | – | ﹤0.01% | 847 |
|
|
2023
Q3 | $20.7K | Hold |
286
| – | – | ﹤0.01% | 821 |
|
|
2023
Q2 | $22.1K | Hold |
286
| – | – | ﹤0.01% | 807 |
|
|
2023
Q1 | $21.8K | Hold |
286
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $21.2K | Hold |
286
| – | – | ﹤0.01% | 712 |
|
|
2022
Q3 | $19.2K | Hold |
286
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $20.7K | Hold |
286
| – | – | ﹤0.01% | 734 |
|
|
2022
Q1 | $23.8K | Buy |
+286
| New | +$23.8K | ﹤0.01% | 709 |
|
|
2021
Q4 | – | Sell |
-286
| Closed | -$23.4K | – | 800 |
|
|
2021
Q3 | $23.4K | Sell |
286
-165
| -37% | -$13.5K | ﹤0.01% | 619 |
|
|
2021
Q2 | $38.7K | Hold |
451
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $37K | Hold |
451
| – | – | ﹤0.01% | 589 |
|
|
2020
Q4 | $29.9K | Sell |
451
-1
| -0.2% | -$66 | ﹤0.01% | 612 |
|
|
2020
Q3 | $22.6K | Buy |
452
+127
| +39% | +$6.36K | ﹤0.01% | 605 |
|
|
2020
Q2 | $16K | Buy |
+325
| New | +$16K | ﹤0.01% | 632 |
|