Total Wealth Planning’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 | $3.48M | Sell |
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|
2025
Q2 | $3.27M | Buy |
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|
2025
Q1 | $3M | Sell |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $3.55M | Sell |
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|
2024
Q2 | $3.66M | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $3.82M | Sell |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $4.01M | Sell |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $3.92M | Buy |
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|
2022
Q3 | $3.17M | Buy |
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|
2022
Q2 | $3.36M | Buy |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $3.89M | Sell |
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|
2021
Q2 | $4.08M | Sell |
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|
2021
Q1 | $4.41M | Sell |
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|
2020
Q4 | $4.26M | Sell |
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|
2020
Q3 | $3.81M | Sell |
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|
2020
Q2 | $3.85M | Buy |
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|
2020
Q1 | $2.34M | Sell |
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|
2019
Q4 | $4.58M | Buy |
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|
2019
Q3 | $4.24M | Buy |
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|
2019
Q2 | $3.67M | Buy |
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|
2019
Q1 | $3.2M | Buy |
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|
2018
Q4 | $2.58M | Buy |
|