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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4K | Sell |
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|
2025
Q2 | $36.7K | Sell |
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|
2025
Q1 | $37.6K | Sell |
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|
2024
Q4 | $42.9K | Hold |
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|
2024
Q3 | $42.7K | Hold |
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|
2024
Q2 | $38.5K | Sell |
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|
2024
Q1 | $66K | Buy |
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|
2023
Q4 | $24.2K | Hold |
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|
2023
Q3 | $20.7K | Hold |
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|
2023
Q2 | $22.1K | Hold |
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|
2023
Q1 | $21.8K | Hold |
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|
2022
Q4 | $21.2K | Hold |
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|
2022
Q3 | $19.2K | Hold |
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|
2022
Q2 | $20.7K | Hold |
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|
2022
Q1 | $23.8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $23.4K | Sell |
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|
2021
Q2 | $38.7K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $29.9K | Sell |
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|
2020
Q3 | $22.6K | Buy |
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|
2020
Q2 | $16K | Buy |
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