SPDR DJ Wilshire Small Cap Value shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of SPDR DJ Wilshire Small Cap Value (SLYV) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in SPDR DJ Wilshire Small Cap Value
Tip: Access up to 7 years of quarterly data
All positions including SPDR DJ Wilshire Small Cap Value held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $23k | 270 | 86.82 |
2024-06-30 | $21k | 270 | 78.31 |
2024-03-31 | $22k | 270 | 82.97 |
2023-12-31 | $23k | 270 | 83.31 |
2023-09-30 | $20k | 270 | 72.37 |
2023-06-30 | $21k | 270 | 77.19 |
2023-03-31 | $21k | 270 | 76.18 |
2022-12-31 | $20k | 270 | 74.22 |
2022-09-30 | $18k | 270 | 66.67 |
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