Capital Wealth Management’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,967
| Closed | -$220K | – | 58 |
|
|
2022
Q4 | $220K | Buy |
+2,967
| New | +$220K | 0.15% | 52 |
|
|
2022
Q2 | – | Sell |
-3,007
| Closed | -$251K | – | 44 |
|
|
2022
Q1 | $251K | Sell |
3,007
-1,286
| -30% | -$107K | 0.17% | 41 |
|
|
2021
Q4 | $363K | Buy |
4,293
+720
| +20% | +$60.9K | 0.25% | 35 |
|
|
2021
Q3 | $293K | Buy |
+3,573
| New | +$293K | 0.23% | 33 |
|