BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $13.6M | Sell |
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|
2022
Q4 | $13.4M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $12M | Buy |
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|
2022
Q1 | $13.2M | Sell |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $12.6M | Sell |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $8.57M | Buy |
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|
2020
Q2 | $8.12M | Buy |
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|
2020
Q1 | $5.73M | Buy |
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|
2019
Q4 | $6.77M | Sell |
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|
2019
Q3 | $6.4M | Buy |
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