FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $426K | Buy |
5,413
+146
| +3% | +$11.5K | 0.15% | 121 |
|
|
2023
Q4 | $439K | Buy |
5,267
+579
| +12% | +$48.2K | 0.17% | 106 |
|
|
2023
Q3 | $339K | Buy |
4,688
+103
| +2% | +$7.45K | 0.15% | 118 |
|
|
2023
Q2 | $354K | Buy |
4,585
+731
| +19% | +$56.4K | 0.15% | 114 |
|
|
2023
Q1 | $294K | Buy |
3,854
+385
| +11% | +$29.3K | 0.14% | 131 |
|
|
2022
Q4 | $258K | Buy |
+3,469
| New | +$258K | 0.14% | 139 |
|