Oak Harbor Wealth Partners’s State Street 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 | $21.5K | Hold |
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2025
Q1 | $21.2K | Hold |
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|
2024
Q4 | $23.6K | Hold |
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|
2024
Q3 | $23.4K | Hold |
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|
2024
Q2 | $21.1K | Hold |
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|
2024
Q1 | $22.4K | Hold |
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|
2023
Q4 | $22.5K | Hold |
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|
2023
Q3 | $19.5K | Hold |
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|
2023
Q2 | $20.8K | Hold |
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|
2023
Q1 | $20.6K | Hold |
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|
2022
Q4 | $20K | Hold |
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|
2022
Q3 | $18K | Buy |
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