WealthShield 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 | $6.18M | Sell |
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|
2025
Q2 | $5.91M | Buy |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $5.83M | Buy |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $4.47M | Buy |
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|
2024
Q1 | $4.72M | Sell |
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|
2023
Q4 | $5.4M | Buy |
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|
2023
Q3 | $4.54M | Buy |
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|
2023
Q2 | $4.81M | Buy |
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|
2023
Q1 | $4.36M | Sell |
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|
2022
Q4 | $4.27M | Sell |
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|
2022
Q3 | $3.91M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $26K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Buy |
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