Compass Ion 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
Q2 | $477K | Sell |
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|
2025
Q1 | $925K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $9.65M | Buy |
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|
2024
Q1 | $9.54M | Sell |
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|
2023
Q4 | $10M | Buy |
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|
2023
Q3 | $8.63M | Sell |
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|
2023
Q2 | $24.1M | Sell |
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|
2023
Q1 | $24.1M | Buy |
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|
2022
Q4 | $20.7M | Sell |
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|
2022
Q3 | $20.1M | Buy |
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