GoalVest Advisory’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
Q2 | $49.6K | Hold |
622
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $48.8K | Sell |
622
-394
| -39% | -$30.9K | 0.01% | 187 |
|
|
2024
Q4 | $88.6K | Hold |
1,016
| – | – | 0.02% | 154 |
|
|
2024
Q3 | $88.2K | Hold |
1,016
| – | – | 0.03% | 151 |
|
|
2024
Q2 | $79.6K | Hold |
1,016
| – | – | 0.03% | 147 |
|
|
2024
Q1 | $84.3K | Buy |
+1,016
| New | +$84.3K | 0.03% | 158 |
|
|
2022
Q3 | – | Sell |
-192
| Closed | -$14K | – | 306 |
|
|
2022
Q2 | $14K | Sell |
192
-37,203
| -99% | -$2.71M | 0.01% | 239 |
|
|
2022
Q1 | $3.12M | Buy |
+37,395
| New | +$3.12M | 1.76% | 13 |
|