Oakwell Private Wealth Management’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 | $1.26M | Hold |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $286K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $224K | Buy |
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