Financial Gravity Asset 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
Q1 | $16.8K | Buy |
+214
| New | +$16.8K | ﹤0.01% | 507 |
|
|
2024
Q2 | $42.1K | Sell |
538
-1,249
| -70% | -$97.8K | 0.01% | 287 |
|
|
2024
Q1 | $149K | Buy |
1,787
+853
| +91% | +$70.9K | 0.02% | 237 |
|
|
2023
Q4 | $77.7K | Buy |
934
+922
| +7,683% | +$76.7K | ﹤0.01% | 553 |
|
|
2023
Q3 | $833 | Sell |
12
-65
| -84% | -$4.51K | ﹤0.01% | 776 |
|
|
2023
Q2 | $89.9K | Buy |
77
+1
| +1% | +$1.17K | 0.24% | 65 |
|
|
2023
Q1 | $897 | Buy |
76
+2
| +3% | +$24 | 0.03% | 375 |
|
|
2022
Q4 | $79.4K | Sell |
74
-60
| -45% | -$64.3K | 0.41% | 45 |
|
|
2022
Q3 | $791 | Sell |
134
-10
| -7% | -$59 | 0.03% | 357 |
|
|
2022
Q2 | $853 | Sell |
144
-22
| -13% | -$130 | 0.03% | 335 |
|
|
2022
Q1 | $986 | Sell |
166
-4
| -2% | -$24 | 0.03% | 342 |
|
|
2021
Q4 | $1.01K | Buy |
170
+156
| +1,114% | +$922 | 0.02% | 388 |
|
|
2021
Q3 | $82K | Hold |
14
| – | – | 0.04% | 409 |
|
|
2021
Q2 | $86K | Hold |
14
| – | – | 0.03% | 396 |
|
|
2021
Q1 | $1.14K | Hold |
14
| – | – | 0.02% | 281 |
|
|
2020
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 444 |
|
|
2020
Q2 | – | Sell |
-460
| Closed | -$18.8K | – | 764 |
|
|
2020
Q1 | $18.8K | Buy |
460
+34
| +8% | +$1.39K | 0.06% | 131 |
|
|
2019
Q4 | $66K | Buy |
426
+194
| +84% | +$30.1K | 0.05% | 501 |
|
|
2019
Q3 | $14K | Sell |
232
-3
| -1% | -$181 | 0.01% | 540 |
|
|
2019
Q2 | $14K | Sell |
235
-10
| -4% | -$596 | 0.01% | 533 |
|
|
2019
Q1 | $15K | Buy |
+245
| New | +$15K | 0.01% | 484 |
|
|
2018
Q3 | $17K | Sell |
284
-140
| -33% | -$8.38K | 0.02% | 495 |
|
|
2018
Q2 | $29K | Buy |
424
+50
| +13% | +$3.42K | 0.03% | 430 |
|
|
2018
Q1 | $23K | Buy |
+374
| New | +$23K | 0.02% | 497 |
|