Valeo Financial Advisors’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
Q2 | $319K | Hold |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $274K | Sell |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $166K | Hold |
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|
2020
Q2 | $163K | Buy |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $5K | Sell |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | $2K | Hold |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $6K | Buy |
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