Waller Financial Planning Group’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
Q3 | $5.38M | Buy |
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|
2025
Q2 | $4.79M | Buy |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $5.29M | Buy |
|
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|
2024
Q2 | $4.64M | Buy |
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|
2024
Q1 | $4.46M | Buy |
|
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|
2023
Q4 | $4.26M | Sell |
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|
2023
Q3 | $3.71M | Sell |
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|
2023
Q2 | $3.98M | Buy |
|
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|
2023
Q1 | $3.72M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $4.52M | Buy |
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|
2022
Q2 | $4.8M | Sell |
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|
2022
Q1 | $5.53M | Buy |
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|
2021
Q4 | $5.47M | Sell |
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|
2021
Q3 | $5.39M | Buy |
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|
2021
Q2 | $5.63M | Sell |
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|
2021
Q1 | $5.41M | Sell |
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|
2020
Q4 | $5.15M | Sell |
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|
2020
Q3 | $4.49M | Sell |
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|
2020
Q2 | $4.46M | Sell |
|
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|
2020
Q1 | $5.15M | Buy |
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|
2019
Q4 | $5.97M | Buy |
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|
2019
Q3 | $5.62M | Buy |
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|
2019
Q2 | $5.05M | Buy |
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|
2019
Q1 | $5.03M | Buy |
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|
2018
Q4 | $3.96M | Buy |
|