CWM

Cahill 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 Q4	–	Sell	-6,891	Closed	-$462K	–	52
2022 Q3	$462K	Sell	6,891 -1,546	-18%	-$104K	0.41%	30
2022 Q2	$610K	Buy	8,437 +360	+4%	+$26K	0.52%	28
2022 Q1	$673K	Buy	+8,077	New	+$673K	0.5%	25