Cornerstone Planning Group’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 | – | Sell |
-30
| Closed | -$2.16K | – | 1672 |
|
|
2025
Q1 | $2.16K | Buy |
+30
| New | +$2.16K | ﹤0.01% | 964 |
|
|
2024
Q4 | – | Sell |
-63
| Closed | -$5.47K | – | 1484 |
|
|
2024
Q3 | $5.47K | Hold |
63
| – | – | ﹤0.01% | 551 |
|
|
2024
Q2 | $5.02K | Sell |
63
-23
| -27% | -$1.83K | ﹤0.01% | 575 |
|
|
2024
Q1 | $6.86K | Sell |
86
-163
| -65% | -$13K | ﹤0.01% | 471 |
|
|
2023
Q4 | $20.7K | Sell |
249
-142
| -36% | -$11.8K | 0.01% | 313 |
|
|
2023
Q3 | $28.3K | Sell |
391
-304
| -44% | -$22K | 0.01% | 259 |
|
|
2023
Q2 | $53.6K | Buy |
+695
| New | +$53.6K | 0.02% | 231 |
|
|
2022
Q4 | $124K | Buy |
+1,584
| New | +$124K | 0.05% | 133 |
|