Invera Wealth Advisors’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
Q1 | $947K | Buy |
12,075
+139
| +1% | +$10.9K | 1.11% | 26 |
|
|
2024
Q4 | $1.07M | Buy |
11,936
+224
| +2% | +$20.1K | 1.06% | 26 |
|
|
2024
Q3 | $1.08M | Buy |
11,712
+316
| +3% | +$29.2K | 1.08% | 28 |
|
|
2024
Q2 | $925K | Buy |
11,396
+514
| +5% | +$41.7K | 0.95% | 27 |
|
|
2024
Q1 | $831K | Sell |
10,882
-453
| -4% | -$34.6K | 0.71% | 41 |
|
|
2023
Q4 | $944K | Buy |
+11,335
| New | +$944K | 0.59% | 59 |
|