Towerpoint Wealth’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,795
| Closed | -$202K | – | 82 |
|
|
2023
Q3 | $202K | Sell |
2,795
-75
| -3% | -$5.43K | 0.12% | 76 |
|
|
2023
Q2 | $222K | Sell |
2,870
-710
| -20% | -$54.8K | 0.12% | 77 |
|
|
2023
Q1 | $273K | Hold |
3,580
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $266K | Buy |
+3,580
| New | +$266K | 0.15% | 70 |
|
|
2019
Q4 | – | Sell |
-510
| Closed | -$31K | – | 77 |
|
|
2019
Q3 | $31K | Buy |
+510
| New | +$31K | 0.02% | 73 |
|