Sterling Financial Planning’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
2021
Q4
Sell
-1,698
Closed -$139K 342
2021
Q3
$139K Buy
1,698
+5
+0.3% +$409 0.09% 108
2021
Q2
$145K Sell
1,693
-40
-2% -$3.43K 0.09% 99
2021
Q1
$142K Sell
1,733
-23
-1% -$1.89K 0.1% 94
2020
Q4
$116K Buy
+1,756
New +$116K 0.09% 98