WR Wealth Planners’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
2024
Q4
$34.5K Buy
395
+3
+0.8% +$262 0.01% 368
2024
Q3
$34K Buy
+392
New +$34K 0.01% 391
2023
Q3
Sell
-84
Closed -$6.45K 944
2023
Q2
$6.45K Buy
+84
New +$6.45K ﹤0.01% 644