J.P. Morgan Private Wealth Advisors’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
Q3 | $267K | Sell |
3,696
-30
| -0.8% | -$2.17K | ﹤0.01% | 1526 |
|
|
2023
Q2 | $288K | Sell |
3,726
-587
| -14% | -$45.3K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $329K | Buy |
4,313
+555
| +15% | +$42.3K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $279K | Sell |
3,758
-2,014
| -35% | -$149K | ﹤0.01% | 1679 |
|
|
2022
Q3 | $388K | Sell |
5,772
-105
| -2% | -$7.06K | ﹤0.01% | 1557 |
|
|
2022
Q2 | $426K | Sell |
5,877
-114
| -2% | -$8.26K | ﹤0.01% | 1518 |
|
|
2022
Q1 | $499K | Buy |
5,991
+264
| +5% | +$22K | ﹤0.01% | 1535 |
|
|
2021
Q4 | $485K | Buy |
5,727
+2,294
| +67% | +$194K | ﹤0.01% | 1571 |
|
|
2021
Q3 | $281K | Buy |
+3,433
| New | +$281K | ﹤0.01% | 1720 |
|
|
2019
Q3 | – | Sell |
-18,153
| Closed | -$1.1M | – | 1473 |
|
|
2019
Q2 | $1.1M | Buy |
18,153
+1,579
| +10% | +$95.9K | 0.01% | 720 |
|
|
2019
Q1 | $999K | Buy |
16,574
+8,686
| +110% | +$524K | 0.01% | 795 |
|
|
2018
Q4 | $425K | Sell |
7,888
-12,440
| -61% | -$670K | ﹤0.01% | 1031 |
|
|
2018
Q3 | $1.39M | Buy |
20,328
+75
| +0.4% | +$5.12K | 0.01% | 721 |
|
|
2018
Q2 | $1.35M | Buy |
20,253
+14,375
| +245% | +$960K | 0.01% | 688 |
|
|
2018
Q1 | $363K | Sell |
5,878
-21,262
| -78% | -$1.31M | ﹤0.01% | 975 |
|
|
2017
Q4 | $1.71M | Hold |
27,140
| – | – | 0.01% | 523 |
|
|
2017
Q3 | $1.72M | Hold |
27,140
| – | – | 0.01% | 500 |
|
|
2017
Q2 | $1.62M | Buy |
27,140
+374
| +1% | +$22.3K | 0.01% | 504 |
|
|
2017
Q1 | $1.58M | Buy |
26,766
+17,072
| +176% | +$1.01M | 0.01% | 521 |
|
|
2016
Q4 | $577K | Buy |
9,694
+214
| +2% | +$12.7K | 0.01% | 752 |
|
|
2016
Q3 | $508K | Buy |
+9,480
| New | +$508K | ﹤0.01% | 781 |
|