Transform Wealth’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Transform Wealth’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell
2018 Q3	$5.3M	Buy
2018 Q2	$4.89M	Buy
2018 Q1	$2.92M	Buy
2017 Q4	$2.92M	Buy
2017 Q3	$2.86M	Buy
2017 Q2	–	Sell
2017 Q1	$3.27M	Buy
2016 Q4	$3.06M	Buy
2016 Q3	$2.71M	Buy
2016 Q2	$2.46M	Buy