Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,665
| Closed | -$100K | – | 1799 |
|
|
2019
Q1 | $100K | Sell |
1,665
-135
| -8% | -$8.11K | 0.01% | 640 |
|
|
2018
Q4 | $97K | Sell |
1,800
-405
| -18% | -$21.8K | 0.01% | 609 |
|
|
2018
Q3 | $151K | Buy |
2,205
+395
| +22% | +$27.1K | 0.01% | 537 |
|
|
2018
Q2 | $121K | Sell |
1,810
-168
| -8% | -$11.2K | 0.01% | 626 |
|
|
2018
Q1 | $122K | Buy |
1,978
+2
| +0.1% | +$123 | 0.01% | 637 |
|
|
2017
Q4 | $124K | Buy |
1,976
+6
| +0.3% | +$377 | 0.01% | 634 |
|
|
2017
Q3 | $125K | Buy |
1,970
+138
| +8% | +$8.76K | 0.01% | 624 |
|
|
2017
Q2 | $109K | Buy |
1,832
+54
| +3% | +$3.21K | 0.01% | 663 |
|
|
2017
Q1 | $105K | Buy |
1,778
+22
| +1% | +$1.3K | 0.01% | 584 |
|
|
2016
Q4 | $105K | Sell |
1,756
-44
| -2% | -$2.63K | 0.02% | 566 |
|
|
2016
Q3 | $97K | Buy |
1,800
+64
| +4% | +$3.45K | 0.02% | 577 |
|
|
2016
Q2 | $87K | Sell |
1,736
-208
| -11% | -$10.4K | 0.01% | 560 |
|
|
2016
Q1 | $95K | Buy |
1,944
+62
| +3% | +$3.03K | 0.02% | 531 |
|
|
2015
Q4 | $87K | Buy |
+1,882
| New | +$87K | 0.02% | 563 |
|