EverSource Wealth Advisors’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
Q2 | $98.7K | Hold |
1,237
| – | – | ﹤0.01% | 1213 |
|
|
2025
Q1 | $97K | Hold |
1,237
| – | – | 0.01% | 927 |
|
|
2024
Q4 | $108K | Buy |
1,237
+1,217
| +6,085% | +$106K | 0.01% | 878 |
|
|
2024
Q3 | $1.74K | Hold |
20
| – | – | ﹤0.01% | 2583 |
|
|
2024
Q2 | $1.76K | Hold |
20
| – | – | ﹤0.01% | 2595 |
|
|
2024
Q1 | $1.55K | Hold |
20
| – | – | ﹤0.01% | 2457 |
|
|
2023
Q4 | $1.67K | Hold |
20
| – | – | ﹤0.01% | 2227 |
|
|
2023
Q3 | $1.45K | Hold |
20
| – | – | ﹤0.01% | 2099 |
|
|
2023
Q2 | $1.54K | Buy |
+20
| New | +$1.54K | ﹤0.01% | 2098 |
|
|
2023
Q1 | – | Sell |
-190
| Closed | -$14.1K | – | 2523 |
|
|
2022
Q4 | $14.1K | Buy |
+190
| New | +$14.1K | ﹤0.01% | 1192 |
|