Oak Harbor Wealth Partners’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Hold |
270
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $21.2K | Hold |
270
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $23.6K | Hold |
270
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $23.4K | Hold |
270
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $21.1K | Hold |
270
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $22.4K | Hold |
270
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $22.5K | Hold |
270
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $19.5K | Hold |
270
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $20.8K | Hold |
270
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $20.6K | Hold |
270
| – | – | 0.01% | 203 |
|
|
2022
Q4 | $20K | Hold |
270
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $18K | Buy |
+270
| New | +$18K | 0.01% | 189 |
|