Cherry Tree Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.17K | Hold |
115
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $9.02K | Hold |
115
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $10K | Hold |
115
| – | – | ﹤0.01% | 415 |
|
|
2024
Q3 | $9.99K | Hold |
115
| – | – | ﹤0.01% | 416 |
|
|
2024
Q2 | $9.01K | Sell |
115
-14
| -11% | -$1.1K | ﹤0.01% | 407 |
|
|
2024
Q1 | $10.7K | Buy |
129
+14
| +12% | +$1.16K | ﹤0.01% | 369 |
|
|
2023
Q4 | $9.58K | Hold |
115
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $8.32K | Hold |
115
| – | – | ﹤0.01% | 355 |
|
|
2023
Q2 | $8.88K | Buy |
+115
| New | +$8.88K | ﹤0.01% | 344 |
|