Richwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
5,554
| – | – | 0.36% | 62 |
|
|
2025
Q1 | $435K | Sell |
5,554
-90
| -2% | -$7.06K | 0.37% | 66 |
|
|
2024
Q4 | $492K | Hold |
5,644
| – | – | 0.41% | 60 |
|
|
2024
Q3 | $490K | Hold |
5,644
| – | – | 0.41% | 66 |
|
|
2024
Q2 | $442K | Hold |
5,644
| – | – | 0.39% | 67 |
|
|
2024
Q1 | $468K | Hold |
5,644
| – | – | 0.42% | 64 |
|
|
2023
Q4 | $470K | Sell |
5,644
-20
| -0.4% | -$1.67K | 0.44% | 63 |
|
|
2023
Q3 | $410K | Hold |
5,664
| – | – | 0.42% | 66 |
|
|
2023
Q2 | $437K | Hold |
5,664
| – | – | 0.43% | 63 |
|
|
2023
Q1 | $431K | Sell |
5,664
-136
| -2% | -$10.4K | 0.43% | 63 |
|
|
2022
Q4 | $430K | Hold |
5,800
| – | – | 0.43% | 65 |
|
|
2022
Q3 | $389K | Hold |
5,800
| – | – | 0.43% | 67 |
|
|
2022
Q2 | $420K | Hold |
5,800
| – | – | 0.42% | 72 |
|
|
2022
Q1 | $483K | Hold |
5,800
| – | – | 0.43% | 66 |
|
|
2021
Q4 | $491K | Buy |
+5,800
| New | +$491K | 0.43% | 57 |
|