Jentner Corp’s State Street 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
Q2 | $412K | Sell |
|
|||||
|
2025
Q1 | $417K | Sell |
|
|||||
|
2024
Q4 | $518K | Sell |
|
|||||
|
2024
Q3 | $715K | Sell |
|
|||||
|
2024
Q2 | $664K | Sell |
|
|||||
|
2024
Q1 | $716K | Sell |
|
|||||
|
2023
Q4 | $729K | Sell |
|
|||||
|
2023
Q3 | $680K | Hold |
|
|||||
|
2023
Q2 | $725K | Sell |
|
|||||
|
2023
Q1 | $742K | Sell |
|
|||||
|
2022
Q4 | $776K | Sell |
|
|||||
|
2022
Q3 | $719K | Sell |
|
|||||
|
2022
Q2 | $778K | Sell |
|
|||||
|
2022
Q1 | $959K | Hold |
|
|||||
|
2021
Q4 | $975K | Sell |
|
|||||
|
2021
Q3 | $991K | Sell |
|
|||||
|
2021
Q2 | $1.04M | Sell |
|
|||||
|
2021
Q1 | $1.04M | Sell |
|
|||||
|
2020
Q4 | $977K | Sell |
|
|||||
|
2020
Q3 | $743K | Sell |
|
|||||
|
2020
Q2 | $740K | Sell |
|
|||||
|
2020
Q1 | $618K | Sell |
|
|||||
|
2019
Q4 | $1.17M | Buy |
|
|||||
|
2019
Q3 | $1.06M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $1.07M | Sell |
|
|||||
|
2018
Q4 | $968K | Buy |
|
|||||
|
2018
Q3 | $764K | Buy |
|
|||||
|
2018
Q2 | $705K | Buy |
|
|||||
|
2018
Q1 | $612K | Buy |
|
|||||
|
2017
Q4 | $539K | Buy |
|
|||||
|
2017
Q3 | $485K | Buy |
|
|||||
|
2017
Q2 | $415K | Buy |
|
|||||
|
2017
Q1 | $399K | Sell |
|
|||||
|
2016
Q4 | $464K | Buy |
|