Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20
| Closed | -$1K | – | 557 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 517 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $1K | Sell |
20
-2,713
| -99% | -$136K | ﹤0.01% | 422 |
|
|
2019
Q4 | $180K | Sell |
2,733
-15
| -0.5% | -$988 | 0.1% | 108 |
|
|
2019
Q3 | $168K | Sell |
2,748
-20
| -0.7% | -$1.22K | 0.11% | 80 |
|
|
2019
Q2 | $166K | Hold |
2,768
| – | – | 0.11% | 89 |
|
|
2019
Q1 | $166K | Buy |
2,768
+195
| +8% | +$11.7K | 0.12% | 83 |
|
|
2018
Q4 | $140K | Buy |
2,573
+80
| +3% | +$4.35K | 0.11% | 88 |
|
|
2018
Q3 | $168K | Buy |
2,493
+1,225
| +97% | +$82.6K | 0.11% | 88 |
|
|
2018
Q2 | $83K | Buy |
1,268
+1,260
| +15,750% | +$82.5K | 0.06% | 106 |
|
|
2018
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 344 |
|