CogentBlue Wealth Advisors’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
$581K Sell
2025
Q2
$537K Sell
2025
Q1
$573K Sell
2024
Q4
$761K Buy