MHWM
Montz Harcus Wealth Management’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 | $540K | Buy |
6,768
+101
| +2% | +$8.06K | 0.26% | 41 |
|
|
2025
Q1 | $523K | Buy |
6,667
+540
| +9% | +$42.3K | 0.29% | 39 |
|
|
2024
Q4 | $535K | Buy |
6,127
+496
| +9% | +$43.3K | 0.3% | 37 |
|
|
2024
Q3 | $489K | Buy |
5,631
+21
| +0.4% | +$1.82K | 0.29% | 40 |
|
|
2024
Q2 | $439K | Sell |
5,610
-34
| -0.6% | -$2.66K | 0.28% | 38 |
|
|
2024
Q1 | $468K | Buy |
5,644
+1,010
| +22% | +$83.8K | 0.32% | 35 |
|
|
2023
Q4 | $386K | Buy |
4,634
+163
| +4% | +$13.6K | 0.29% | 35 |
|
|
2023
Q3 | $324K | Sell |
4,471
-1,268
| -22% | -$91.8K | 0.28% | 36 |
|
|
2023
Q2 | $443K | Buy |
5,739
+1,225
| +27% | +$94.6K | 0.37% | 31 |
|
|
2023
Q1 | $344K | Buy |
4,514
+401
| +10% | +$30.5K | 0.32% | 36 |
|
|
2022
Q4 | $305K | Sell |
4,113
-528
| -11% | -$39.2K | 0.3% | 38 |
|
|
2022
Q3 | $312K | Buy |
4,641
+51
| +1% | +$3.43K | 0.34% | 33 |
|
|
2022
Q2 | $332K | Buy |
4,590
+939
| +26% | +$67.9K | 0.35% | 33 |
|
|
2022
Q1 | $304K | Buy |
3,651
+730
| +25% | +$60.8K | 0.27% | 38 |
|
|
2021
Q4 | $247K | Buy |
+2,921
| New | +$247K | 0.22% | 43 |
|