WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $416K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $423K | Sell |
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|
2019
Q2 | $549K | Sell |
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|
2019
Q1 | $628K | Sell |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $819K | Buy |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $526K | Buy |
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|
2017
Q3 | $524K | Buy |
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|
2017
Q2 | $493K | Sell |
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|
2017
Q1 | $563K | Buy |
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|
2016
Q4 | $497K | Buy |
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|
2016
Q3 | $446K | Buy |
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