JFS Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-530
| Closed | -$41.6K | – | 1956 |
|
|
2025
Q1 | $41.6K | Buy |
+530
| New | +$41.6K | ﹤0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-31
| Closed | -$2.58K | – | 2042 |
|
|
2024
Q1 | $2.58K | Buy |
+31
| New | +$2.58K | ﹤0.01% | 1346 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$54K | – | 1993 |
|
|
2022
Q3 | $54K | Hold |
800
| – | – | 0.01% | 367 |
|
|
2022
Q2 | $58K | Hold |
800
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $67K | Buy |
+800
| New | +$67K | 0.01% | 366 |
|