GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$500 | – | 385 |
|
|
2023
Q4 | $500 | Hold |
6
| – | – | ﹤0.01% | 441 |
|
|
2023
Q3 | $434 | Hold |
6
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $463 | Buy |
+6
| New | +$463 | ﹤0.01% | 443 |
|
|
2022
Q3 | – | Sell |
-6
| Closed | – | – | 415 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 423 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 493 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 602 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 668 |
|
|
2020
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 659 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 712 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 721 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 777 |
|
|
2019
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 757 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 723 |
|