Connecticut Wealth Management’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 | $1.19M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.48M | Hold |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.63M | Hold |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.83M | Hold |
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|
2022
Q4 | $1.78M | Hold |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.75M | Hold |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.23M | Sell |
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|
2021
Q3 | $2.19M | Hold |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $8.87M | Buy |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $7.32M | Buy |
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|
2020
Q1 | $1.51M | Sell |
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|
2019
Q4 | $3.24M | Buy |
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|
2019
Q3 | $3.01M | Sell |
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|
2019
Q2 | $3M | Buy |
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