VIA
Vickerman Investment Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,662
| Closed | -$205K | – | 67 |
|
2023
Q2 | $205K | Sell |
2,662
-206
| -7% | -$15.9K | 0.08% | 65 |
|
2023
Q1 | $218K | Sell |
2,868
-40
| -1% | -$3.05K | 0.09% | 69 |
|
2022
Q4 | $216K | Buy |
+2,908
| New | +$216K | 0.1% | 69 |
|
2022
Q3 | – | Sell |
-3,039
| Closed | -$220K | – | 73 |
|
2022
Q2 | $220K | Sell |
3,039
-82
| -3% | -$5.94K | 0.1% | 70 |
|
2022
Q1 | $243K | Sell |
3,121
-204
| -6% | -$15.9K | 0.11% | 71 |
|
2021
Q4 | $282K | Sell |
3,325
-219
| -6% | -$18.6K | 0.11% | 73 |
|
2021
Q3 | $290K | Buy |
+3,544
| New | +$290K | 0.12% | 74 |
|