SWA
Sax 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 | $201K | Buy |
+2,518
| New | +$201K | 0.01% | 410 |
|
|
2025
Q1 | – | Sell |
-2,328
| Closed | -$203K | – | 384 |
|
|
2024
Q4 | $203K | Hold |
2,328
| – | – | 0.02% | 316 |
|
|
2024
Q3 | $202K | Buy |
+2,328
| New | +$202K | 0.02% | 279 |
|
|
2023
Q4 | – | Sell |
-3,028
| Closed | -$219K | – | 194 |
|
|
2023
Q3 | $219K | Hold |
3,028
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $234K | Hold |
3,028
| – | – | 0.05% | 153 |
|
|
2023
Q1 | $231K | Hold |
3,028
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $225K | Hold |
3,028
| – | – | 0.05% | 147 |
|
|
2022
Q3 | $203K | Hold |
3,028
| – | – | 0.05% | 152 |
|
|
2022
Q2 | $219K | Hold |
3,028
| – | – | 0.06% | 151 |
|
|
2022
Q1 | $252K | Hold |
3,028
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $257K | Hold |
3,028
| – | – | 0.05% | 155 |
|
|
2021
Q3 | $248K | Buy |
3,028
+9
| +0.3% | +$737 | 0.06% | 144 |
|
|
2021
Q2 | $259K | Buy |
3,019
+9
| +0.3% | +$772 | 0.09% | 130 |
|
|
2021
Q1 | $247K | Buy |
+3,010
| New | +$247K | 0.09% | 123 |
|