DJFS
Dean Jacobson Financial Services’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-293,584
| Closed | -$25.6M | – | 12 |
|
|
2024
Q4 | $25.6M | Buy |
293,584
+7,007
| +2% | +$611K | 19.56% | 2 |
|
|
2024
Q3 | $24.9M | Sell |
286,577
-2,076
| -0.7% | -$180K | 18.67% | 3 |
|
|
2024
Q2 | $22.6M | Buy |
288,653
+3,567
| +1% | +$279K | 18.24% | 3 |
|
|
2024
Q1 | $23.7M | Buy |
285,086
+824
| +0.3% | +$68.4K | 19.16% | 2 |
|
|
2023
Q4 | $23.7M | Buy |
284,262
+3,990
| +1% | +$332K | 20.22% | 2 |
|
|
2023
Q3 | $20.3M | Buy |
+280,272
| New | +$20.3M | 18.74% | 3 |
|
|
2022
Q1 | – | Sell |
-299,150
| Closed | -$25.3M | – | 8 |
|
|
2021
Q4 | $25.3M | Buy |
+299,150
| New | +$25.3M | 21.09% | 2 |
|