GFWA
Grey Fox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
17,566
+19
| +0.1% | +$1.52K | 0.33% | 51 |
|
|
2025
Q1 | $1.38M | Buy |
17,547
+2,781
| +19% | +$218K | 0.37% | 44 |
|
|
2024
Q4 | $1.29M | Sell |
14,766
-297
| -2% | -$25.9K | 0.35% | 45 |
|
|
2024
Q3 | $1.31M | Buy |
15,063
+3,706
| +33% | +$322K | 0.36% | 42 |
|
|
2024
Q2 | $889K | Sell |
11,357
-672
| -6% | -$52.6K | 0.31% | 49 |
|
|
2024
Q1 | $998K | Hold |
12,029
| – | – | 0.38% | 44 |
|
|
2023
Q4 | $1M | Buy |
+12,029
| New | +$1M | 0.44% | 42 |
|
|
2023
Q1 | – | Sell |
-268
| Closed | -$19.9K | – | 552 |
|
|
2022
Q4 | $19.9K | Buy |
+268
| New | +$19.9K | 0.01% | 233 |
|