LEFP
Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,158
| Closed | -$346K | – | 59 |
|
|
2023
Q4 | $346K | Sell |
4,158
-1,043
| -20% | -$86.9K | 0.18% | 38 |
|
|
2023
Q3 | $376K | Sell |
5,201
-212
| -4% | -$15.3K | 0.24% | 43 |
|
|
2023
Q2 | $418K | Sell |
5,413
-755
| -12% | -$58.3K | 0.27% | 38 |
|
|
2023
Q1 | $470K | Buy |
6,168
+41
| +0.7% | +$3.12K | 0.34% | 38 |
|
|
2022
Q4 | $455K | Buy |
+6,127
| New | +$455K | 0.39% | 37 |
|