Carson Wealth (CWM LLC)’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $3.22M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $734K | Buy |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $637K | Buy |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $94K | Hold |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $94K | Hold |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $94K | Hold |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $94K | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $5K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $4K | Sell |
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|
2017
Q3 | $4K | Sell |
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|
2017
Q2 | $7K | Buy |
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