Inspirion Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $2.08M | Buy |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.93M | Hold |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $2.16M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.35M | Sell |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $844K | Buy |
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