MBFW
Morton Brown Family Wealth’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 | $311K | Sell |
3,904
-1,047
| -21% | -$83.5K | 0.09% | 42 |
|
|
2025
Q1 | $388K | Sell |
4,951
-5,974
| -55% | -$468K | 0.13% | 37 |
|
|
2024
Q4 | $953K | Sell |
10,925
-3,569
| -25% | -$311K | 0.33% | 29 |
|
|
2024
Q3 | $1.26M | Sell |
14,494
-8,676
| -37% | -$753K | 0.45% | 26 |
|
|
2024
Q2 | $1.96M | Sell |
23,170
-14,680
| -39% | -$1.24M | 0.78% | 19 |
|
|
2024
Q1 | $3.14M | Sell |
37,850
-84,471
| -69% | -$7.01M | 1.3% | 14 |
|
|
2023
Q4 | $10.2M | Sell |
122,321
-41,843
| -25% | -$3.49M | 4.46% | 7 |
|
|
2023
Q3 | $11.9M | Buy |
164,164
+16,532
| +11% | +$1.2M | 6.07% | 5 |
|
|
2023
Q2 | $11.4M | Buy |
147,632
+25,775
| +21% | +$1.99M | 6.08% | 4 |
|
|
2023
Q1 | $9.28M | Buy |
121,857
+13,773
| +13% | +$1.05M | 5.54% | 6 |
|
|
2022
Q4 | $8.02M | Sell |
108,084
-4,364
| -4% | -$324K | 5.47% | 5 |
|
|
2022
Q3 | $7.55M | Sell |
112,448
-685
| -0.6% | -$46K | 6.02% | 4 |
|
|
2022
Q2 | $8.19M | Buy |
113,133
+5,618
| +5% | +$407K | 6.35% | 4 |
|
|
2022
Q1 | $8.96M | Buy |
107,515
+6,727
| +7% | +$561K | 6.77% | 3 |
|
|
2021
Q4 | $8.54M | Buy |
+100,788
| New | +$8.54M | 6.54% | 4 |
|