Bogart Wealth LLC’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
$88.8K Sell
2025
Q2
$160K Hold
2025
Q1
$157K Hold
2024
Q4
$175K Hold
2024
Q3
$174K Hold
2024
Q2
$157K Hold
2024
Q1
$166K Hold
2023
Q4
$167K Buy
2023
Q3
$138K Buy
2023
Q2
$77.3K Buy
2023
Q1
$30.6K Sell
2022
Q4
$217K Hold
2022
Q3
$196K Buy