KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’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 | $2.09M | Buy |
26,187
+126
| +0.5% | +$10.1K | 0.84% | 26 |
|
|
2025
Q1 | $2.04M | Sell |
26,061
-2,274
| -8% | -$178K | 0.92% | 24 |
|
|
2024
Q4 | $2.47M | Sell |
28,335
-3,900
| -12% | -$340K | 1.16% | 20 |
|
|
2024
Q3 | $2.8M | Sell |
32,235
-3,943
| -11% | -$342K | 1.36% | 19 |
|
|
2024
Q2 | $2.83M | Sell |
36,178
-6,058
| -14% | -$474K | 1.56% | 17 |
|
|
2024
Q1 | $3.5M | Sell |
42,236
-10,694
| -20% | -$887K | 2.1% | 15 |
|
|
2023
Q4 | $4.41M | Buy |
+52,930
| New | +$4.41M | 3.19% | 10 |
|
|
2022
Q4 | $4.02M | Buy |
+54,131
| New | +$4.02M | 3.64% | 10 |
|
|
2021
Q4 | $4.62M | Buy |
+54,494
| New | +$4.62M | 4.25% | 8 |
|