Financial Synergies 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
Q3 | $1.96M | Sell |
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|
2025
Q2 | $1.78M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.33M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $4.22M | Sell |
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|
2023
Q4 | $11.6M | Sell |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $11.6M | Sell |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $11.1M | Buy |
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|
2022
Q1 | $12.1M | Sell |
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|
2021
Q4 | $12.9M | Sell |
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|
2021
Q3 | $12.7M | Sell |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $12.4M | Buy |
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|
2020
Q4 | $9.85M | Buy |
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|
2020
Q3 | $3.03M | Buy |
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