Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,832
| Closed | -$647K | – | 192 |
|
|
2020
Q1 | $647K | Buy |
15,832
+616
| +4% | +$25.2K | 0.04% | 103 |
|
|
2019
Q4 | $1M | Sell |
15,216
-864
| -5% | -$56.8K | 0.06% | 82 |
|
|
2019
Q3 | $1M | Sell |
16,080
-1,223
| -7% | -$76.2K | 0.06% | 86 |
|
|
2019
Q2 | $1.05M | Buy |
+17,303
| New | +$1.05M | 0.08% | 78 |
|
|
2017
Q3 | – | Sell |
-3,360
| Closed | -$200K | – | 181 |
|
|
2017
Q2 | $200K | Buy |
+3,360
| New | +$200K | 0.03% | 98 |
|