Berger Financial Group’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
Q1 | – | Sell |
-2,350
| Closed | -$205K | – | 434 |
|
|
2024
Q4 | $205K | Sell |
2,350
-838
| -26% | -$73.1K | 0.01% | 403 |
|
|
2024
Q3 | $277K | Hold |
3,188
| – | – | 0.02% | 322 |
|
|
2024
Q2 | $250K | Hold |
3,188
| – | – | 0.02% | 319 |
|
|
2024
Q1 | $265K | Buy |
+3,188
| New | +$265K | 0.02% | 303 |
|
|
2021
Q1 | – | Sell |
-29,153
| Closed | -$1.93M | – | 225 |
|
|
2020
Q4 | $1.93M | Buy |
+29,153
| New | +$1.93M | 0.34% | 83 |
|