TFA
Tobias Financial 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 | $282K | Sell |
3,537
-137
| -4% | -$10.9K | 0.05% | 98 |
|
|
2025
Q1 | $288K | Sell |
3,674
-250
| -6% | -$19.6K | 0.06% | 90 |
|
|
2024
Q4 | $342K | Buy |
3,924
+89
| +2% | +$7.76K | 0.07% | 83 |
|
|
2024
Q3 | $333K | Sell |
3,835
-163
| -4% | -$14.2K | 0.07% | 82 |
|
|
2024
Q2 | $313K | Sell |
3,998
-57
| -1% | -$4.46K | 0.07% | 78 |
|
|
2024
Q1 | $336K | Sell |
4,055
-166
| -4% | -$13.8K | 0.08% | 74 |
|
|
2023
Q4 | $352K | Sell |
4,221
-803
| -16% | -$66.9K | 0.09% | 71 |
|
|
2023
Q3 | $364K | Sell |
5,024
-748
| -13% | -$54.1K | 0.1% | 67 |
|
|
2023
Q2 | $446K | Buy |
5,772
+410
| +8% | +$31.6K | 0.12% | 65 |
|
|
2023
Q1 | $408K | Buy |
5,362
+320
| +6% | +$24.4K | 0.12% | 63 |
|
|
2022
Q4 | $374K | Buy |
5,042
+81
| +2% | +$6.01K | 0.12% | 67 |
|
|
2022
Q3 | $333K | Buy |
4,961
+29
| +0.6% | +$1.95K | 0.12% | 67 |
|
|
2022
Q2 | $357K | Sell |
4,932
-948
| -16% | -$68.6K | 0.12% | 63 |
|
|
2022
Q1 | $490K | Buy |
+5,880
| New | +$490K | 0.17% | 53 |
|
|
2021
Q4 | – | Sell |
-5,267
| Closed | -$432K | – | 108 |
|
|
2021
Q3 | $432K | Buy |
5,267
+289
| +6% | +$23.7K | 0.16% | 51 |
|
|
2021
Q2 | $427K | Buy |
4,978
+249
| +5% | +$21.4K | 0.17% | 52 |
|
|
2021
Q1 | $388K | Sell |
4,729
-674
| -12% | -$55.3K | 0.16% | 53 |
|
|
2020
Q4 | $358K | Buy |
5,403
+48
| +0.9% | +$3.18K | 0.16% | 50 |
|
|
2020
Q3 | $268K | Sell |
5,355
-522
| -9% | -$26.1K | 0.15% | 55 |
|
|
2020
Q2 | $289K | Sell |
5,877
-10,275
| -64% | -$505K | 0.17% | 53 |
|
|
2020
Q1 | $660K | Buy |
16,152
+760
| +5% | +$31.1K | 0.48% | 33 |
|
|
2019
Q4 | $1.01M | Buy |
+15,392
| New | +$1.01M | 0.65% | 28 |
|