WealthPLAN Partners’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 | $454K | Buy |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $611K | Sell |
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|
2024
Q2 | $673K | Buy |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $197K | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $229K | Buy |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $719K | Sell |
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|
2019
Q3 | $6.61M | Sell |
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|
2019
Q2 | $6.17M | Buy |
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|
2019
Q1 | $6.28M | Buy |
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|
2018
Q4 | $6.07M | Buy |
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|
2018
Q3 | $3.88M | Buy |
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