Carter Financial Group, INC. SLYV Holdings History
Number of Shares
72,972.00
Current Holdings Value*
$6.08 Mil
% of Portfolio
8.15%
Total Estimate Gain
$-49,620.96
% of Total Estimate Gain
-0.82%
Carter Financial Group, INC.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2022-03-31, Carter Financial Group, INC. held 72,972.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $6.08 Mil. This investment constitutes 8.15% of their stock portfolio, and Carter Financial Group, INC. now holds 0.14% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and SLYV's current price of $82.06, Carter Financial Group, INC.'s estimated gain on his SLYV holdings is $-49,620.96, reflecting a -0.82% gain to date.
Carter Financial Group, INC. SLYV ($82.06) Holding Chart
Carter Financial Group, INC. SLYV ($82.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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