Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.3M | Buy |
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|
2024
Q1 | $21.6M | Sell |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $3.43M | Sell |
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|
2023
Q1 | $3.31M | Hold |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $3.41M | Buy |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.75M | Buy |
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|
2021
Q3 | $3.62M | Buy |
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|
2021
Q2 | $3.76M | Buy |
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|
2021
Q1 | $3.53M | Sell |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.14M | Buy |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $266K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.39M | Buy |
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