Gradient Investments’s State Street 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
2024 Q3	–	Sell	-148	Closed	-$11.6K	–	1112
2024 Q2	$11.6K	Sell	148 -1	-0.7%	-$79	﹤0.01%	717
2024 Q1	$12.4K	Sell	149 -283	-66%	-$22.7K	﹤0.01%	614
2023 Q4	$36K	Sell	432 -135	-24%	-$9.98K	﹤0.01%	603
2023 Q3	$41K	Buy	567 +482	+567%	+$37.2K	﹤0.01%	542
2023 Q2	$6.56K	Buy	85 +21	+33%	+$1.56K	﹤0.01%	896
2023 Q1	$4.88K	Hold	64	–	–	﹤0.01%	956
2022 Q4	$4.75K	Hold	64	–	–	﹤0.01%	940
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	1017
2022 Q2	$5K	Hold	64	–	–	﹤0.01%	906
2022 Q1	$5K	Hold	64	–	–	﹤0.01%	898
2021 Q4	$5K	Hold	64	–	–	﹤0.01%	944
2021 Q3	$5K	Hold	64	–	–	﹤0.01%	891
2021 Q2	$5K	Hold	64	–	–	﹤0.01%	888
2021 Q1	$5K	Sell	64 -18	-22%	-$1.39K	﹤0.01%	896
2020 Q4	$4K	Hold	82	–	–	﹤0.01%	859
2020 Q3	$4K	Buy	+82	New	+$4.21K	﹤0.01%	865
2019 Q2	–	Sell	-10	Closed	-$1K	–	1076
2019 Q1	$1K	Sell	10 -80	-89%	-$4.82K	﹤0.01%	821
2018 Q4	$5K	Buy	+90	New	+$5.46K	﹤0.01%	712