A detailed history of Trinity Point Wealth, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 9,288 shares of SLYV stock, worth $817,901. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,288
Previous 9,071 2.39%
Holding current value
$817,901
Previous $710,000 13.52%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 07, 2024

BUY
$77.23 - $87.97 $16,758 - $19,089
217 Added 2.39%
9,288 $806,000
Q2 2024

Jul 30, 2024

BUY
$76.01 - $82.53 $95,316 - $103,492
1,254 Added 16.04%
9,071 $710,000
Q1 2024

May 08, 2024

BUY
$77.43 - $82.98 $74,565 - $79,909
963 Added 14.05%
7,817 $648,000
Q4 2023

Feb 08, 2024

SELL
$66.67 - $84.55 $68,403 - $86,748
-1,026 Reduced 13.02%
6,854 $571,000
Q3 2023

Nov 08, 2023

BUY
$71.19 - $81.84 $88,773 - $102,054
1,247 Added 18.8%
7,880 $570,000
Q2 2023

Aug 07, 2023

BUY
$71.23 - $78.02 $276,728 - $303,107
3,885 Added 141.38%
6,633 $512,000
Q1 2023

May 04, 2023

BUY
$72.3 - $86.64 $198,680 - $238,086
2,748 New
2,748 $209,000

Others Institutions Holding SLYV

About SPDR S&P 600 SMALL CAP VALUE E


  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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