Capstone Wealth Management Group (Pennsylvania)’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
Q2 | $222K | Buy |
2,789
+15
| +0.5% | +$1.2K | 0.21% | 51 |
|
|
2025
Q1 | $217K | Buy |
2,774
+12
| +0.4% | +$941 | 0.12% | 66 |
|
|
2024
Q4 | $241K | Sell |
2,762
-29
| -1% | -$2.53K | 0.13% | 70 |
|
|
2024
Q3 | $242K | Buy |
2,791
+15
| +0.5% | +$1.3K | 0.14% | 66 |
|
|
2024
Q2 | $217K | Buy |
2,776
+18
| +0.7% | +$1.41K | 0.14% | 66 |
|
|
2024
Q1 | $229K | Buy |
2,758
+186
| +7% | +$15.4K | 0.16% | 65 |
|
|
2023
Q4 | $214K | Buy |
+2,572
| New | +$214K | 0.2% | 57 |
|
|
2022
Q1 | – | Sell |
-3,293
| Closed | -$279K | – | 75 |
|
|
2021
Q4 | $279K | Buy |
+3,293
| New | +$279K | 0.23% | 71 |
|