KSWA
Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6K | Hold |
723
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $56.6K | Sell |
723
-20
| -3% | -$1.57K | 0.02% | 142 |
|
|
2024
Q4 | $64.8K | Hold |
743
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $64.5K | Hold |
743
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $58.2K | Buy |
+743
| New | +$58.2K | 0.03% | 139 |
|