Waypoint Capital Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $404K | Buy |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $432K | Buy |
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