Measured Wealth Private Client Group’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $208K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $822K | Sell |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $1.75M | Buy |
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|
2020
Q4 | $1.25M | Buy |
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|
2020
Q3 | $917K | Buy |
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|
2020
Q2 | $771K | Buy |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $635K | Buy |
|