Courage Miller Partners’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 | $1.46M | Buy |
18,267
+1,803
| +11% | +$144K | 0.46% | 31 |
|
|
2025
Q1 | $1.29M | Buy |
16,464
+410
| +3% | +$32.1K | 0.44% | 31 |
|
|
2024
Q4 | $1.4M | Sell |
16,054
-131
| -0.8% | -$11.4K | 0.48% | 30 |
|
|
2024
Q3 | $1.41M | Buy |
16,185
+157
| +1% | +$13.6K | 0.47% | 31 |
|
|
2024
Q2 | $1.26M | Buy |
16,028
+31
| +0.2% | +$2.43K | 0.45% | 32 |
|
|
2024
Q1 | $1.33M | Buy |
15,997
+227
| +1% | +$18.8K | 0.46% | 34 |
|
|
2023
Q4 | $1.31M | Sell |
15,770
-170
| -1% | -$14.2K | 0.5% | 28 |
|
|
2023
Q3 | $1.15M | Buy |
15,940
+1,180
| +8% | +$85.4K | 0.47% | 31 |
|
|
2023
Q2 | $1.14M | Buy |
14,760
+384
| +3% | +$29.6K | 0.47% | 33 |
|
|
2023
Q1 | $1.1M | Buy |
14,376
+431
| +3% | +$32.8K | 0.46% | 33 |
|
|
2022
Q4 | $1.03M | Buy |
13,945
+506
| +4% | +$37.6K | 0.48% | 31 |
|
|
2022
Q3 | $902K | Buy |
13,439
+461
| +4% | +$30.9K | 0.45% | 30 |
|
|
2022
Q2 | $940K | Buy |
12,978
+315
| +2% | +$22.8K | 0.45% | 30 |
|
|
2022
Q1 | $1.06M | Buy |
12,663
+378
| +3% | +$31.5K | 0.42% | 32 |
|
|
2021
Q4 | $1.04M | Buy |
12,285
+897
| +8% | +$76K | 0.39% | 37 |
|
|
2021
Q3 | $933K | Sell |
11,388
-111
| -1% | -$9.09K | 0.37% | 40 |
|
|
2021
Q2 | $986K | Buy |
11,499
+78
| +0.7% | +$6.69K | 0.4% | 40 |
|
|
2021
Q1 | $936K | Sell |
11,421
-242
| -2% | -$19.8K | 0.41% | 38 |
|
|
2020
Q4 | $772K | Sell |
11,663
-1,894
| -14% | -$125K | 0.35% | 44 |
|
|
2020
Q3 | $666K | Buy |
13,557
+1
| +0% | +$49 | 0.36% | 45 |
|
|
2020
Q2 | $665K | Buy |
13,556
+1,523
| +13% | +$74.7K | 0.36% | 45 |
|
|
2020
Q1 | $491K | Buy |
12,033
+1,097
| +10% | +$44.8K | 0.3% | 50 |
|
|
2019
Q4 | $719K | Buy |
10,936
+134
| +1% | +$8.81K | 0.37% | 45 |
|
|
2019
Q3 | $662K | Buy |
10,802
+66
| +0.6% | +$4.05K | 0.36% | 45 |
|
|
2019
Q2 | $651K | Buy |
10,736
+198
| +2% | +$12K | 0.36% | 46 |
|
|
2019
Q1 | $635K | Buy |
10,538
+45
| +0.4% | +$2.71K | 0.36% | 48 |
|
|
2018
Q4 | $564K | Buy |
10,493
+786
| +8% | +$42.2K | 0.33% | 50 |
|
|
2018
Q3 | $663K | Buy |
9,707
+32
| +0.3% | +$2.19K | 0.38% | 48 |
|
|
2018
Q2 | $646K | Buy |
9,675
+33
| +0.3% | +$2.2K | 0.38% | 47 |
|
|
2018
Q1 | $595K | Sell |
9,642
-88
| -0.9% | -$5.43K | 0.36% | 48 |
|
|
2017
Q4 | $611K | Buy |
9,730
+16
| +0.2% | +$1.01K | 0.37% | 49 |
|
|
2017
Q3 | $614K | Buy |
9,714
+8
| +0.1% | +$506 | 0.38% | 49 |
|
|
2017
Q2 | $579K | Buy |
9,706
+334
| +4% | +$19.9K | 0.38% | 48 |
|
|
2017
Q1 | $553K | Sell |
9,372
-634
| -6% | -$37.4K | 0.38% | 48 |
|
|
2016
Q4 | $595K | Sell |
10,006
-274
| -3% | -$16.3K | 0.42% | 49 |
|
|
2016
Q3 | $551K | Buy |
10,280
+674
| +7% | +$36.1K | 0.38% | 49 |
|
|
2016
Q2 | $481K | Buy |
9,606
+28
| +0.3% | +$1.4K | 0.34% | 51 |
|
|
2016
Q1 | $467K | Sell |
9,578
-302
| -3% | -$14.7K | 0.33% | 52 |
|
|
2015
Q4 | $459K | Buy |
+9,880
| New | +$459K | 0.32% | 52 |
|