Morton Brown Family Wealth’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
Q2 | $311K | Sell |
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|
2025
Q1 | $388K | Sell |
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|
2024
Q4 | $953K | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $3.14M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $11.9M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $9.28M | Buy |
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|
2022
Q4 | $8.02M | Sell |
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|
2022
Q3 | $7.55M | Sell |
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|
2022
Q2 | $8.19M | Buy |
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|
2022
Q1 | $8.96M | Buy |
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|
2021
Q4 | $8.54M | Buy |
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