MFT
Moisand Fitzgerald Tamayo’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 | $1.21M | Sell |
15,188
-314
| -2% | -$25K | 0.15% | 46 |
|
|
2025
Q1 | $1.22M | Sell |
15,502
-686
| -4% | -$53.8K | 0.17% | 45 |
|
|
2024
Q4 | $1.41M | Sell |
16,188
-748
| -4% | -$65.3K | 0.2% | 43 |
|
|
2024
Q3 | $1.47M | Sell |
16,936
-1,572
| -8% | -$136K | 0.2% | 43 |
|
|
2024
Q2 | $1.45M | Sell |
18,508
-796
| -4% | -$62.3K | 0.22% | 41 |
|
|
2024
Q1 | $1.6M | Sell |
19,304
-1,256
| -6% | -$104K | 0.25% | 41 |
|
|
2023
Q4 | $1.71M | Sell |
20,560
-2,146
| -9% | -$179K | 0.3% | 38 |
|
|
2023
Q3 | $1.64M | Sell |
22,706
-1,816
| -7% | -$131K | 0.35% | 36 |
|
|
2023
Q2 | $1.89M | Sell |
24,522
-4,191
| -15% | -$324K | 0.39% | 35 |
|
|
2023
Q1 | $2.19M | Sell |
28,713
-7,062
| -20% | -$538K | 0.47% | 34 |
|
|
2022
Q4 | $2.66M | Sell |
35,775
-13,491
| -27% | -$1M | 0.61% | 30 |
|
|
2022
Q3 | $3.31M | Sell |
49,266
-9,880
| -17% | -$663K | 0.91% | 23 |
|
|
2022
Q2 | $4.28M | Buy |
59,146
+15,367
| +35% | +$1.11M | 1.15% | 19 |
|
|
2022
Q1 | $3.65M | Sell |
43,779
-28,367
| -39% | -$2.36M | 1.66% | 16 |
|
|
2021
Q4 | $6.11M | Sell |
72,146
-7,864
| -10% | -$666K | 1.72% | 18 |
|
|
2021
Q3 | $6.56M | Sell |
80,010
-2,847
| -3% | -$233K | 2.21% | 15 |
|
|
2021
Q2 | $7.1M | Sell |
82,857
-1,451
| -2% | -$124K | 2.58% | 12 |
|
|
2021
Q1 | $6.91M | Sell |
84,308
-29,566
| -26% | -$2.42M | 2.99% | 10 |
|
|
2020
Q4 | $7.54M | Sell |
113,874
-15,992
| -12% | -$1.06M | 3.4% | 8 |
|
|
2020
Q3 | $6.51M | Buy |
129,866
+278
| +0.2% | +$13.9K | 3.37% | 9 |
|
|
2020
Q2 | $6.37M | Sell |
129,588
-4,695
| -3% | -$231K | 3.51% | 8 |
|
|
2020
Q1 | $5.49M | Buy |
134,283
+27,923
| +26% | +$1.14M | 3.58% | 9 |
|
|
2019
Q4 | $6.99M | Sell |
106,360
-2,856
| -3% | -$188K | 3.61% | 8 |
|
|
2019
Q3 | $6.69M | Buy |
109,216
+2,937
| +3% | +$180K | 3.62% | 8 |
|
|
2019
Q2 | $6.45M | Buy |
106,279
+2,444
| +2% | +$148K | 3.51% | 8 |
|
|
2019
Q1 | $6.26M | Buy |
103,835
+5,453
| +6% | +$329K | 3.48% | 8 |
|
|
2018
Q4 | $5.3M | Buy |
98,382
+25,126
| +34% | +$1.35M | 3.31% | 11 |
|
|
2018
Q3 | $5M | Sell |
73,256
-5,642
| -7% | -$385K | 2.78% | 11 |
|
|
2018
Q2 | $5.27M | Buy |
78,898
+39,022
| +98% | +$2.61M | 3.06% | 11 |
|
|
2018
Q1 | $4.92M | Buy |
39,876
+8,427
| +27% | +$1.04M | 2.92% | 12 |
|
|
2017
Q4 | $3.95M | Buy |
31,449
+2,079
| +7% | +$261K | 2.29% | 13 |
|
|
2017
Q3 | $3.71M | Buy |
29,370
+560
| +2% | +$70.8K | 2.26% | 13 |
|
|
2017
Q2 | $3.44M | Buy |
28,810
+2,021
| +8% | +$241K | 2.34% | 13 |
|
|
2017
Q1 | $3.16M | Sell |
26,789
-1,320
| -5% | -$156K | 2.23% | 14 |
|
|
2016
Q4 | $3.35M | Sell |
28,109
-521
| -2% | -$62K | 2.48% | 14 |
|
|
2016
Q3 | $3.07M | Buy |
28,630
+868
| +3% | +$93.1K | 2.33% | 14 |
|
|
2016
Q2 | $2.78M | Buy |
27,762
+1,087
| +4% | +$109K | 2.27% | 15 |
|
|
2016
Q1 | $2.6M | Buy |
26,675
+6,416
| +32% | +$626K | 2.11% | 16 |
|
|
2015
Q4 | $1.88M | Buy |
+20,259
| New | +$1.88M | 1.62% | 19 |
|