PWA
Physician Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.1K | Buy |
1,179
+3
| +0.3% | +$239 | 0.01% | 271 |
|
|
2025
Q1 | $92.2K | Buy |
1,176
+80
| +7% | +$6.27K | 0.02% | 266 |
|
|
2024
Q4 | $95.6K | Buy |
+1,096
| New | +$95.6K | 0.02% | 262 |
|
|
2024
Q1 | – | Sell |
-2,479
| Closed | -$200K | – | 185 |
|
|
2023
Q4 | $200K | Buy |
+2,479
| New | +$200K | 0.04% | 164 |
|
|
2023
Q3 | – | Sell |
-2,790
| Closed | -$217K | – | 154 |
|
|
2023
Q2 | $217K | Buy |
2,790
+47
| +2% | +$3.66K | 0.05% | 142 |
|
|
2023
Q1 | $207K | Sell |
2,743
-322
| -11% | -$24.3K | 0.05% | 146 |
|
|
2022
Q4 | $246K | Buy |
3,065
+2
| +0.1% | +$160 | 0.07% | 130 |
|
|
2022
Q3 | $218K | Buy |
3,063
+15
| +0.5% | +$1.07K | 0.07% | 137 |
|
|
2022
Q2 | $240K | Buy |
3,048
+3
| +0.1% | +$236 | 0.07% | 131 |
|
|
2022
Q1 | $247K | Sell |
3,045
-508
| -14% | -$41.2K | 0.07% | 137 |
|
|
2021
Q4 | $305K | Buy |
3,553
+20
| +0.6% | +$1.72K | 0.08% | 123 |
|
|
2021
Q3 | $299K | Buy |
3,533
+10
| +0.3% | +$846 | 0.08% | 120 |
|
|
2021
Q2 | $283K | Sell |
3,523
-157
| -4% | -$12.6K | 0.08% | 119 |
|
|
2021
Q1 | $306K | Sell |
3,680
-1,268
| -26% | -$105K | 0.1% | 108 |
|
|
2020
Q4 | $372K | Buy |
4,948
+591
| +14% | +$44.4K | 0.13% | 90 |
|
|
2020
Q3 | $231K | Buy |
4,357
+24
| +0.6% | +$1.27K | 0.09% | 116 |
|
|
2020
Q2 | $236K | Buy |
+4,333
| New | +$236K | 0.1% | 117 |
|
|
2020
Q1 | – | Sell |
-4,240
| Closed | -$275K | – | 120 |
|
|
2019
Q4 | $275K | Sell |
4,240
-493
| -10% | -$32K | 0.12% | 93 |
|
|
2019
Q3 | $305K | Buy |
+4,733
| New | +$305K | 0.15% | 85 |
|