TMWM
Taylor & Morgan Wealth Management’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 | $603K | Hold |
7,557
| – | – | 0.41% | 38 |
|
|
2025
Q1 | $592K | Hold |
7,557
| – | – | 0.45% | 36 |
|
|
2024
Q4 | $659K | Sell |
7,557
-1,885
| -20% | -$164K | 0.46% | 34 |
|
|
2024
Q3 | $820K | Sell |
9,442
-1,500
| -14% | -$130K | 0.55% | 25 |
|
|
2024
Q2 | $857K | Sell |
10,942
-3,539
| -24% | -$277K | 0.61% | 24 |
|
|
2024
Q1 | $1.2M | Sell |
14,481
-1,019
| -7% | -$84.5K | 0.88% | 21 |
|
|
2023
Q4 | $1.29M | Buy |
15,500
+4
| +0% | +$333 | 1.03% | 18 |
|
|
2023
Q3 | $1.12M | Sell |
15,496
-262
| -2% | -$19K | 1.01% | 20 |
|
|
2023
Q2 | $1.22M | Sell |
15,758
-1,336
| -8% | -$103K | 1% | 19 |
|
|
2023
Q1 | $1.3M | Sell |
17,094
-199
| -1% | -$15.2K | 1.13% | 17 |
|
|
2022
Q4 | $1.28M | Sell |
17,293
-108
| -0.6% | -$8.02K | 1.21% | 16 |
|
|
2022
Q3 | $1.17M | Buy |
17,401
+2
| +0% | +$134 | 1.16% | 18 |
|
|
2022
Q2 | $1.26M | Buy |
+17,399
| New | +$1.26M | 1.19% | 17 |
|