BWM
BCGM Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
3,054
+17
| +0.6% | +$1.36K | 0.07% | 149 |
|
|
2025
Q1 | $238K | Buy |
3,037
+13
| +0.4% | +$1.02K | 0.07% | 143 |
|
|
2024
Q4 | $264K | Sell |
3,024
-238
| -7% | -$20.8K | 0.08% | 135 |
|
|
2024
Q3 | $283K | Buy |
3,262
+16
| +0.5% | +$1.39K | 0.09% | 133 |
|
|
2024
Q2 | $254K | Sell |
3,246
-76
| -2% | -$5.95K | 0.09% | 136 |
|
|
2024
Q1 | $276K | Buy |
3,322
+13
| +0.4% | +$1.08K | 0.1% | 123 |
|
|
2023
Q4 | $276K | Buy |
3,309
+23
| +0.7% | +$1.92K | 0.11% | 114 |
|
|
2023
Q3 | $238K | Buy |
3,286
+17
| +0.5% | +$1.23K | 0.11% | 112 |
|
|
2023
Q2 | $252K | Buy |
+3,269
| New | +$252K | 0.11% | 106 |
|
|
2023
Q1 | – | Sell |
-3,240
| Closed | -$241K | – | 113 |
|
|
2022
Q4 | $241K | Buy |
+3,240
| New | +$241K | 0.12% | 101 |
|