Capstone Wealth Management Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Capstone Wealth Management Group, LLC

  • $170 Million
  • Q3 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 2,791 shares of SLYV stock, worth $245,775. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,791
Previous 2,776 0.54%
Holding current value
$245,775
Previous $217,000 11.52%
% of portfolio
0.14%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$77.23 - $87.97 $1,158 - $1,319
15 Added 0.54%
2,791 $242,000
Q2 2024

Aug 09, 2024
BUY
$76.01 - $82.53 $1,368 - $1,485
18 Added 0.65%
2,776 $217,000
Q1 2024

Apr 18, 2024
BUY
$77.43 - $82.98 $14,401 - $15,434
186 Added 7.23%
2,758 $228,000
Q4 2023

Jan 11, 2024
BUY
$66.67 - $84.55 $171,475 - $217,462
2,572 New
2,572 $214,000
Q1 2022

Apr 12, 2022
SELL
$78.85 - $87.08 $259,653 - $286,754
-3,293 Closed
0 $0
Q4 2021

Apr 12, 2022
BUY
$80.48 - $90.28 $265,020 - $297,292
3,293 New
3,293 $279,000

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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