Trueblood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
18,664
+19
| +0.1% | +$1.52K | 0.62% | 46 |
|
|
2025
Q1 | $1.46M | Sell |
18,645
-451
| -2% | -$35.4K | 0.68% | 40 |
|
|
2024
Q4 | $1.67M | Buy |
19,096
+619
| +3% | +$54K | 0.82% | 23 |
|
|
2024
Q3 | $1.6M | Buy |
18,477
+2,116
| +13% | +$184K | 0.81% | 29 |
|
|
2024
Q2 | $1.28M | Buy |
16,361
+201
| +1% | +$15.7K | 0.72% | 33 |
|
|
2024
Q1 | $1.34M | Buy |
16,160
+754
| +5% | +$62.6K | 0.77% | 32 |
|
|
2023
Q4 | $1.28M | Buy |
+15,406
| New | +$1.28M | 0.81% | 30 |
|