NECFA
New England Capital Financial Advisors’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 | $373K | Sell |
4,682
-109
| -2% | -$8.69K | 0.17% | 38 |
|
|
2025
Q1 | $376K | Sell |
4,791
-42,235
| -90% | -$3.31M | 0.19% | 40 |
|
|
2024
Q4 | $4.1M | Buy |
47,026
+1,442
| +3% | +$126K | 2% | 11 |
|
|
2024
Q3 | $3.96M | Buy |
45,584
+835
| +2% | +$72.5K | 2.05% | 11 |
|
|
2024
Q2 | $3.5M | Buy |
44,749
+799
| +2% | +$62.6K | 1.96% | 11 |
|
|
2024
Q1 | $3.65M | Buy |
43,950
+4,003
| +10% | +$332K | 2.06% | 10 |
|
|
2023
Q4 | $3.33M | Sell |
39,947
-377
| -0.9% | -$31.4K | 2% | 10 |
|
|
2023
Q3 | $2.92M | Buy |
40,324
+1,617
| +4% | +$117K | 2.01% | 10 |
|
|
2023
Q2 | $2.99M | Buy |
38,707
+1,628
| +4% | +$126K | 1.97% | 10 |
|
|
2023
Q1 | $2.82M | Buy |
37,079
+977
| +3% | +$74.4K | 1.99% | 10 |
|
|
2022
Q4 | $2.88M | Buy |
+36,102
| New | +$2.88M | 2.04% | 9 |
|