BWM
BCS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,555
| Closed | -$216K | – | 207 |
|
|
2021
Q4 | $216K | Buy |
+2,555
| New | +$216K | 0.08% | 186 |
|
|
2021
Q3 | – | Sell |
-2,420
| Closed | -$207K | – | 179 |
|
|
2021
Q2 | $207K | Sell |
2,420
-269
| -10% | -$23K | 0.11% | 150 |
|
|
2021
Q1 | $221K | Sell |
2,689
-516
| -16% | -$42.4K | 0.1% | 144 |
|
|
2020
Q4 | $212K | Buy |
+3,205
| New | +$212K | 0.11% | 135 |
|
|
2020
Q1 | – | Sell |
-4,480
| Closed | -$294K | – | 122 |
|
|
2019
Q4 | $294K | Buy |
+4,480
| New | +$294K | 0.2% | 82 |
|