Burns Matteson Capital 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 | $270K | Sell |
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|
2025
Q2 | $245K | Sell |
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|
2025
Q1 | $243K | Sell |
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|
2024
Q4 | $284K | Sell |
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|
2024
Q3 | $288K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $274K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $274K | Buy |
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