Meridian Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,856
-1,146
| -23% | -$91.4K | 0.01% | 556 |
|
|
2025
Q1 | $392K | Sell |
5,002
-3
| -0.1% | -$235 | 0.02% | 468 |
|
|
2024
Q4 | $437K | Buy |
5,005
+479
| +11% | +$41.8K | 0.02% | 438 |
|
|
2024
Q3 | $393K | Sell |
4,526
-578
| -11% | -$50.2K | 0.02% | 465 |
|
|
2024
Q2 | $400K | Buy |
+5,104
| New | +$400K | 0.05% | 199 |
|
|
2024
Q1 | – | Sell |
-5,648
| Closed | -$470K | – | 472 |
|
|
2023
Q4 | $470K | Buy |
5,648
+1,020
| +22% | +$85K | 0.03% | 395 |
|
|
2023
Q3 | $335K | Sell |
4,628
-629
| -12% | -$45.5K | 0.02% | 435 |
|
|
2023
Q2 | $406K | Buy |
5,257
+9
| +0.2% | +$695 | 0.03% | 367 |
|
|
2023
Q1 | $400K | Sell |
5,248
-14
| -0.3% | -$1.07K | 0.03% | 359 |
|
|
2022
Q4 | $391K | Sell |
5,262
-208
| -4% | -$15.4K | 0.04% | 355 |
|
|
2022
Q3 | $367K | Sell |
5,470
-308
| -5% | -$20.7K | 0.04% | 327 |
|
|
2022
Q2 | $418K | Buy |
+5,778
| New | +$418K | 0.03% | 387 |
|
|
2018
Q1 | – | Sell |
-6,000
| Closed | -$379K | – | 199 |
|
|
2017
Q4 | $379K | Hold |
6,000
| – | – | 0.23% | 104 |
|
|
2017
Q3 | $379K | Buy |
+6,000
| New | +$379K | 0.24% | 98 |
|