HB Wealth Management’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 | – | Sell |
-2,942
| Closed | -$231K | – | 1261 |
|
|
2025
Q1 | $231K | Buy |
2,942
+241
| +9% | +$18.9K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $236K | Buy |
2,701
+244
| +10% | +$21.3K | ﹤0.01% | 896 |
|
|
2024
Q3 | $213K | Buy |
+2,457
| New | +$213K | ﹤0.01% | 860 |
|
|
2024
Q2 | – | Sell |
-2,412
| Closed | -$200K | – | 930 |
|
|
2024
Q1 | $200K | Sell |
2,412
-60
| -2% | -$4.98K | ﹤0.01% | 795 |
|
|
2023
Q4 | $206K | Buy |
+2,472
| New | +$206K | ﹤0.01% | 737 |
|