Montz Harcus Wealth Management’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
Q3 | $602K | Buy |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $523K | Buy |
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|
2024
Q4 | $535K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $439K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $247K | Buy |
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