JPWM
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Jamison Private Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Jamison Private Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,128
Closed – – 425
2024
Q3 		$0 Hold
1,128
– – ﹤0.01% 501
2024
Q2 		$0 Hold
1,128
– – ﹤0.01% 524
2024
Q1 		$0 Buy
+1,128
New – ﹤0.01% 523