Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.1M | Sell |
115,543
-1,298
| -1% | -$113K | 0.42% | 32 |
|
|
2024
Q3 | $10.1M | Buy |
+116,841
| New | +$10.1M | 0.41% | 30 |
|
|
2022
Q4 | – | Sell |
-17,413
| Closed | -$1.17M | – | 226 |
|
|
2022
Q3 | $1.17M | Sell |
17,413
-54,862
| -76% | -$3.68M | 0.08% | 55 |
|
|
2022
Q2 | $5.23M | Buy |
+72,275
| New | +$5.23M | 0.37% | 27 |
|
|
2020
Q1 | – | Sell |
-18,480
| Closed | -$1.21M | – | 197 |
|
|
2019
Q4 | $1.21M | Buy |
18,480
+4,965
| +37% | +$326K | 0.23% | 80 |
|
|
2019
Q3 | $828K | Buy |
13,515
+4,887
| +57% | +$299K | 0.17% | 97 |
|
|
2019
Q2 | $5.25K | Buy |
+8,628
| New | +$5.25K | 0.1% | 122 |
|