MWP
Meredith Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
30,396
+5,408
| +22% | +$431K | 0.88% | 18 |
|
|
2025
Q1 | $1.96M | Buy |
24,988
+539
| +2% | +$42.3K | 0.86% | 20 |
|
|
2024
Q4 | $2.13M | Buy |
24,449
+614
| +3% | +$53.6K | 0.95% | 18 |
|
|
2024
Q3 | $2.07M | Buy |
23,835
+232
| +1% | +$20.1K | 0.99% | 15 |
|
|
2024
Q2 | $1.85M | Buy |
23,603
+206
| +0.9% | +$16.1K | 0.97% | 15 |
|
|
2024
Q1 | $1.94M | Buy |
23,397
+141
| +0.6% | +$11.7K | 1.08% | 11 |
|
|
2023
Q4 | $1.94M | Buy |
23,256
+861
| +4% | +$71.7K | 1.2% | 11 |
|
|
2023
Q3 | $1.62M | Buy |
22,395
+3,295
| +17% | +$238K | 1.2% | 11 |
|
|
2023
Q2 | $1.47M | Sell |
19,100
-4,263
| -18% | -$329K | 1.2% | 11 |
|
|
2023
Q1 | $1.78M | Buy |
23,363
+11
| +0% | +$838 | 1.43% | 11 |
|
|
2022
Q4 | $1.73M | Buy |
+23,352
| New | +$1.73M | 1.49% | 11 |
|