Triangle Securities Wealth Management SLYV Holdings History
Triangle Securities Wealth Management's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Triangle Securities Wealth Management held 125,137.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $9.81 Mil. This investment constitutes 2.52% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.26% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2019Q1. And since then Triangle Securities Wealth Management has made 11 purchases of SLYV, at an average price of $59.05, for a total of 152,090.00 shares. In addition, there have been 14 sales at an average price of $75.67 for 26,953.00 shares. Based on historical transaction data and SLYV's current price of $78.10, Triangle Securities Wealth Management's estimated gain on his SLYV holdings is $2.83 Mil, reflecting a 31.52% gain to date.
Triangle Securities Wealth Management SLYV ($78.10) Holding Chart
Triangle Securities Wealth Management SLYV ($78.10) 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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