Evermay Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
|
|||||
|
2025
Q1 | $197K | Hold |
|
|||||
|
2024
Q4 | $219K | Hold |
|
|||||
|
2024
Q3 | $218K | Sell |
|
|||||
|
2024
Q2 | $201K | Hold |
|
|||||
|
2024
Q1 | $213K | Buy |
|
|||||
|
2023
Q4 | $210K | Hold |
|
|||||
|
2023
Q3 | $182K | Hold |
|
|||||
|
2023
Q2 | $194K | Hold |
|
|||||
|
2023
Q1 | $192K | Hold |
|
|||||
|
2022
Q4 | $187K | Hold |
|
|||||
|
2022
Q3 | $169K | Hold |
|
|||||
|
2022
Q2 | $182K | Buy |
|
|||||
|
2022
Q1 | $195K | Buy |
|