RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-69
| Closed | -$6K | – | 236 |
|
|
2024
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 177 |
|
|
2023
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 181 |
|
|
2023
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $5K | Hold |
69
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 184 |
|
|
2022
Q2 | $5 | Hold |
69
| – | – | ﹤0.01% | 206 |
|
|
2022
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 205 |
|
|
2021
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 205 |
|