Fortune Financial Advisors’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
Sell
-2,574
Closed -$214K 140
2023
Q4
$214K Sell
2,574
-224
-8% -$18.7K 0.15% 121
2023
Q3
$203K Buy
2,798
+106
+4% +$7.67K 0.16% 115
2023
Q2
$208K Buy
+2,692
New +$208K 0.16% 118