Northwest 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 | $5.83M | Sell |
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|
2025
Q2 | $5.34M | Sell |
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|
2025
Q1 | $5.34M | Sell |
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|
2024
Q4 | $6.53M | Sell |
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|
2024
Q3 | $7.41M | Sell |
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|
2024
Q2 | $6.9M | Sell |
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|
2024
Q1 | $7.39M | Buy |
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|
2023
Q4 | $7.33M | Buy |
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|
2023
Q3 | $6.23M | Sell |
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|
2023
Q2 | $6.7M | Sell |
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|
2023
Q1 | $6.8M | Sell |
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|
2022
Q4 | $7.05M | Sell |
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|
2022
Q3 | $7.01M | Sell |
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|
2022
Q2 | $7.88M | Sell |
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|
2022
Q1 | $9.85M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $9.68M | Sell |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.53M | Sell |
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|
2020
Q4 | $7.71M | Sell |
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|
2020
Q3 | $5.87M | Sell |
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|
2020
Q2 | $5.81M | Buy |
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|
2020
Q1 | $4.44M | Buy |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $1.81M | Buy |
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|
2019
Q2 | $1.03M | Buy |
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|
2019
Q1 | $494K | Buy |
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|
2018
Q4 | $37K | Sell |
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|
2018
Q3 | $74K | Hold |
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|
2018
Q2 | $72K | Buy |
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|
2018
Q1 | $31K | Buy |
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