WAOTB
Wealth Advisors of Tampa Bay’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,379
| Closed | -$2.77M | – | 139 |
|
|
2025
Q1 | $2.77M | Buy |
35,379
+253
| +0.7% | +$19.8K | 1.13% | 36 |
|
|
2024
Q4 | $3.06M | Buy |
35,126
+167
| +0.5% | +$14.6K | 1.31% | 29 |
|
|
2024
Q3 | $3.04M | Buy |
34,959
+5,920
| +20% | +$514K | 1.27% | 34 |
|
|
2024
Q2 | $2.27M | Buy |
29,039
+5,407
| +23% | +$423K | 1.06% | 36 |
|
|
2024
Q1 | $1.96M | Buy |
23,632
+2,763
| +13% | +$229K | 0.93% | 42 |
|
|
2023
Q4 | $1.74M | Buy |
+20,869
| New | +$1.74M | 0.87% | 47 |
|