LBMC Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,731
| Closed | -$261K | – | 170 |
|
|
2023
Q3 | $261K | Buy |
3,731
+20
| +0.5% | +$1.4K | 0.03% | 128 |
|
|
2023
Q2 | $286K | Buy |
3,711
+21
| +0.6% | +$1.62K | 0.03% | 122 |
|
|
2023
Q1 | $281K | Buy |
3,690
+15
| +0.4% | +$1.14K | 0.03% | 129 |
|
|
2022
Q4 | $273K | Buy |
3,675
+16
| +0.4% | +$1.19K | 0.03% | 129 |
|
|
2022
Q3 | $246K | Buy |
+3,659
| New | +$246K | 0.03% | 129 |
|