Perigon Wealth Management’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 | $1.68M | Buy |
21,118
+494
| +2% | +$39.4K | 0.04% | 367 |
|
|
2025
Q1 | $1.62M | Buy |
+20,624
| New | +$1.62M | 0.04% | 346 |
|
|
2018
Q1 | – | Sell |
-38
| Closed | -$2K | – | 680 |
|
|
2017
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 574 |
|
|
2017
Q2 | – | Sell |
-52
| Closed | -$3K | – | 622 |
|
|
2017
Q1 | $3K | Sell |
52
-22
| -30% | -$1.27K | ﹤0.01% | 591 |
|
|
2016
Q4 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 666 |
|