EverSource Wealth Advisors’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 | $98.7K | Hold |
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|
2025
Q1 | $97K | Hold |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q3 | $1.74K | Hold |
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|
2024
Q2 | $1.75K | Hold |
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|
2024
Q1 | $1.55K | Hold |
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|
2023
Q4 | $1.67K | Hold |
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|
2023
Q3 | $1.45K | Hold |
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|
2023
Q2 | $1.54K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $14.1K | Buy |
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