Iron Horse 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 | $84.9K | Sell |
1,065
-52
| -5% | -$4.15K | 0.03% | 99 |
|
|
2025
Q1 | $87.6K | Hold |
1,117
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $97.5K | Hold |
1,117
| – | – | 0.03% | 76 |
|
|
2024
Q3 | $97K | Buy |
1,117
+80
| +8% | +$6.95K | 0.03% | 69 |
|
|
2024
Q2 | $81.2K | Hold |
1,037
| – | – | 0.03% | 71 |
|
|
2024
Q1 | $86K | Hold |
1,037
| – | – | 0.03% | 64 |
|
|
2023
Q4 | $86.4K | Sell |
1,037
-6
| -0.6% | -$500 | 0.04% | 63 |
|
|
2023
Q3 | $75.5K | Sell |
1,043
-51
| -5% | -$3.69K | 0.04% | 64 |
|
|
2023
Q2 | $84.4K | Sell |
1,094
-789
| -42% | -$60.9K | 0.04% | 58 |
|
|
2023
Q1 | $143K | Buy |
1,883
+57
| +3% | +$4.34K | 0.07% | 42 |
|
|
2022
Q4 | $136K | Buy |
1,826
+1,297
| +245% | +$96.6K | 0.07% | 43 |
|
|
2022
Q3 | $36K | Sell |
529
-1,636
| -76% | -$111K | 0.05% | 48 |
|
|
2022
Q2 | $157K | Sell |
2,165
-2
| -0.1% | -$145 | 0.09% | 37 |
|
|
2022
Q1 | $181K | Hold |
2,167
| – | – | 0.1% | 39 |
|
|
2021
Q4 | $184K | Hold |
2,167
| – | – | 0.1% | 41 |
|
|
2021
Q3 | $178K | Sell |
2,167
-191
| -8% | -$15.7K | 0.11% | 40 |
|
|
2021
Q2 | $202K | Sell |
2,358
-98
| -4% | -$8.4K | 0.13% | 38 |
|
|
2021
Q1 | $201K | Sell |
2,456
-69
| -3% | -$5.65K | 0.15% | 37 |
|
|
2020
Q4 | $167K | Buy |
+2,525
| New | +$167K | 0.13% | 39 |
|