HHRDM
H&H Retirement Design & Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,714
| Closed | -$1.58M | – | 87 |
|
|
2022
Q4 | $1.58M | Buy |
19,714
+247
| +1% | +$19.8K | 1.34% | 19 |
|
|
2022
Q3 | $1.35M | Sell |
19,467
-4,574
| -19% | -$318K | 1.27% | 21 |
|
|
2022
Q2 | $1.88M | Sell |
24,041
-4,811
| -17% | -$375K | 1.37% | 19 |
|
|
2022
Q1 | $2.33M | Buy |
28,852
+6
| +0% | +$485 | 1.59% | 16 |
|
|
2021
Q4 | $2.39M | Buy |
+28,846
| New | +$2.39M | 1.51% | 17 |
|