Drive Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,644
| Closed | -$285K | – | 356 |
|
2024
Q2 | $285K | Sell |
3,644
-71
| -2% | -$5.56K | 0.08% | 209 |
|
2024
Q1 | $308K | Sell |
3,715
-811
| -18% | -$67.3K | 0.09% | 197 |
|
2023
Q4 | $377K | Sell |
4,526
-2,782
| -38% | -$232K | 0.12% | 158 |
|
2023
Q3 | $529K | Sell |
7,308
-1,278
| -15% | -$92.5K | 0.19% | 104 |
|
2023
Q2 | $663K | Sell |
8,586
-1,457
| -15% | -$112K | 0.25% | 86 |
|
2023
Q1 | $765K | Sell |
10,043
-85
| -0.8% | -$6.48K | 0.32% | 76 |
|
2022
Q4 | $752K | Buy |
+10,128
| New | +$752K | 0.38% | 60 |
|