Windward Private Wealth Management’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
Q2
Sell
2025
Q1
$204K Hold
2024
Q4
$227K Hold
2024
Q3
$226K Hold
2024
Q2
$204K Sell
2024
Q1
$247K Hold
2023
Q4
$248K Sell
2023
Q3
$341K Hold
2023
Q2
$364K Hold
2023
Q1
$359K Hold
2022
Q4
$350K Sell
2022
Q3
$330K Hold
2022
Q2
$356K Sell
2022
Q1
$429K Hold
2021
Q4
$436K Hold
2021
Q3
$422K Hold
2021
Q2
$441K Sell
2021
Q1
$465K Sell
2020
Q4
$663K Buy