Landmark Wealth Management (New York)’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+2,574
| New | +$205K | 0.09% | 86 |
|
|
2025
Q1 | – | Sell |
-2,917
| Closed | -$254K | – | 76 |
|
|
2024
Q4 | $254K | Sell |
2,917
-483
| -14% | -$42.1K | 0.11% | 69 |
|
|
2024
Q3 | $295K | Sell |
3,400
-154
| -4% | -$13.4K | 0.13% | 66 |
|
|
2024
Q2 | $278K | Sell |
3,554
-303
| -8% | -$23.7K | 0.22% | 43 |
|
|
2024
Q1 | $320K | Sell |
3,857
-7
| -0.2% | -$581 | 0.15% | 60 |
|
|
2023
Q4 | $322K | Buy |
3,864
+398
| +11% | +$33.2K | 0.16% | 57 |
|
|
2023
Q3 | $251K | Buy |
3,466
+136
| +4% | +$9.85K | 0.14% | 67 |
|
|
2023
Q2 | $257K | Buy |
+3,330
| New | +$257K | 0.23% | 37 |
|
|
2022
Q2 | – | Sell |
-5,444
| Closed | -$230K | – | 155 |
|
|
2022
Q1 | $230K | Buy |
+5,444
| New | +$230K | 0.12% | 72 |
|