Lauer Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,676
| Closed | -$298K | – | 43 |
|
|
2024
Q2 | $298K | Sell |
3,676
-21,142
| -85% | -$1.72M | 0.24% | 29 |
|
|
2024
Q1 | $1.96M | Sell |
24,818
-9,619
| -28% | -$759K | 1.7% | 12 |
|
|
2023
Q4 | $2.78M | Buy |
34,437
+2,243
| +7% | +$181K | 2.58% | 12 |
|
|
2023
Q3 | $2.28M | Buy |
32,194
+742
| +2% | +$52.6K | 2.46% | 12 |
|
|
2023
Q2 | $2.53M | Buy |
31,452
+4,563
| +17% | +$367K | 2.62% | 12 |
|
|
2023
Q1 | $2.01M | Buy |
+26,889
| New | +$2.01M | 2.51% | 12 |
|