Taylor & Morgan Wealth Management’s 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
2025
Q3
$661K Sell
2025
Q2
$603K Hold
2025
Q1
$592K Hold
2024
Q4
$659K Sell
2024
Q3
$820K Sell
2024
Q2
$857K Sell
2024
Q1
$1.2M Sell
2023
Q4
$1.29M Buy
2023
Q3
$1.12M Sell
2023
Q2
$1.22M Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.28M Sell
2022
Q3
$1.17M Buy
2022
Q2
$1.26M Buy