Perigon 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
$1.91M Buy
2025
Q2
$1.68M Buy
2025
Q1
$1.62M Buy
2018
Q1
Sell
2017
Q4
$2K Buy
2017
Q2
Sell
2017
Q1
$3K Sell
2016
Q4
$4K Buy