Wealthcare Advisory Partners’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
+6,527
| New | +$521K | 0.01% | 634 |
|
|
2024
Q3 | – | Sell |
-2,880
| Closed | -$226K | – | 901 |
|
|
2024
Q2 | $226K | Sell |
2,880
-1,284
| -31% | -$101K | 0.01% | 754 |
|
|
2024
Q1 | $346K | Sell |
4,164
-3,124
| -43% | -$259K | 0.01% | 629 |
|
|
2023
Q4 | $607K | Buy |
7,288
+188
| +3% | +$15.7K | 0.02% | 445 |
|
|
2023
Q3 | $514K | Sell |
7,100
-550
| -7% | -$39.8K | 0.02% | 425 |
|
|
2023
Q2 | $591K | Buy |
7,650
+512
| +7% | +$39.5K | 0.03% | 404 |
|
|
2023
Q1 | $544K | Sell |
7,138
-1,424
| -17% | -$108K | 0.02% | 434 |
|
|
2022
Q4 | $635K | Buy |
8,562
+186
| +2% | +$13.8K | 0.03% | 365 |
|
|
2022
Q3 | $562K | Buy |
8,376
+5,401
| +182% | +$362K | 0.03% | 335 |
|
|
2022
Q2 | $215K | Buy |
+2,975
| New | +$215K | 0.01% | 516 |
|
|
2021
Q4 | – | Sell |
-12,673
| Closed | -$1.04M | – | 610 |
|
|
2021
Q3 | $1.04M | Buy |
12,673
+231
| +2% | +$18.9K | 0.07% | 185 |
|
|
2021
Q2 | $1.07M | Buy |
12,442
+1,941
| +18% | +$166K | 0.07% | 190 |
|
|
2021
Q1 | $861K | Buy |
10,501
+663
| +7% | +$54.4K | 0.06% | 204 |
|
|
2020
Q4 | $651K | Sell |
9,838
-212
| -2% | -$14K | 0.06% | 196 |
|
|
2020
Q3 | $503K | Buy |
10,050
+725
| +8% | +$36.3K | 0.06% | 197 |
|
|
2020
Q2 | $458K | Buy |
9,325
+7,554
| +427% | +$371K | 0.06% | 187 |
|
|
2020
Q1 | $72K | Buy |
1,771
+82
| +5% | +$3.33K | 0.01% | 437 |
|
|
2019
Q4 | $111K | Buy |
+1,689
| New | +$111K | 0.01% | 380 |
|