Stone Summit Wealth’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $218K | Sell |
|
|||||
|
2024
Q2 | $326K | Sell |
|
|||||
|
2024
Q1 | $402K | Sell |
|
|||||
|
2023
Q4 | $429K | Sell |
|
|||||
|
2023
Q3 | $423K | Buy |
|
|||||
|
2023
Q2 | $428K | Buy |
|
|||||
|
2023
Q1 | $403K | Sell |
|
|||||
|
2022
Q4 | $443K | Buy |
|
|||||
|
2022
Q3 | $393K | Sell |
|
|||||
|
2022
Q2 | $426K | Sell |
|
|||||
|
2022
Q1 | $503K | Sell |
|
|||||
|
2021
Q4 | $520K | Buy |
|