ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-28,872
| Closed | -$1.97M | – | 329 |
|
|
2018
Q3 | $1.97M | Buy |
+28,872
| New | +$1.97M | 0.26% | 110 |
|
|
2017
Q2 | – | Sell |
-17,480
| Closed | -$1.03M | – | 348 |
|
|
2017
Q1 | $1.03M | Buy |
17,480
+6,362
| +57% | +$376K | 0.17% | 139 |
|
|
2016
Q4 | $662K | Sell |
11,118
-11,772
| -51% | -$701K | 0.11% | 186 |
|
|
2016
Q3 | $1.23M | Buy |
+22,890
| New | +$1.23M | 0.21% | 128 |
|