Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
2,515
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $197K | Hold |
2,515
| – | – | 0.03% | 189 |
|
|
2024
Q4 | $219K | Hold |
2,515
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $218K | Sell |
2,515
-48
| -2% | -$4.17K | 0.04% | 188 |
|
|
2024
Q2 | $201K | Hold |
2,563
| – | – | 0.03% | 196 |
|
|
2024
Q1 | $213K | Buy |
2,563
+48
| +2% | +$3.98K | 0.03% | 196 |
|
|
2023
Q4 | $210K | Hold |
2,515
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $182K | Hold |
2,515
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $194K | Hold |
2,515
| – | – | 0.04% | 180 |
|
|
2023
Q1 | $192K | Hold |
2,515
| – | – | 0.04% | 178 |
|
|
2022
Q4 | $187K | Hold |
2,515
| – | – | 0.04% | 171 |
|
|
2022
Q3 | $169K | Hold |
2,515
| – | – | 0.03% | 174 |
|
|
2022
Q2 | $182K | Buy |
2,515
+170
| +7% | +$12.3K | 0.04% | 168 |
|
|
2022
Q1 | $195K | Buy |
+2,345
| New | +$195K | 0.03% | 192 |
|