CIA
Cascade Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$60.9K | – | 204 |
|
|
2023
Q1 | $60.9K | Buy |
+800
| New | +$60.9K | 0.05% | 134 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$57.9K | – | 197 |
|
|
2022
Q2 | $57.9K | Hold |
800
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $66.7K | Hold |
800
| – | – | 0.04% | 149 |
|
|
2021
Q4 | $67.8K | Hold |
800
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $65.6K | Hold |
800
| – | – | 0.04% | 146 |
|
|
2021
Q2 | $68.6K | Hold |
800
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $65.6K | Sell |
800
-90
| -10% | -$7.38K | 0.04% | 146 |
|
|
2020
Q4 | $58.9K | Hold |
890
| – | – | 0.04% | 152 |
|
|
2020
Q3 | $44.6K | Hold |
890
| – | – | 0.04% | 159 |
|
|
2020
Q2 | $43.7K | Hold |
890
| – | – | 0.04% | 149 |
|
|
2020
Q1 | $36.4K | Hold |
890
| – | – | 0.04% | 151 |
|
|
2019
Q4 | $58.5K | Hold |
890
| – | – | 0.04% | 145 |
|
|
2019
Q3 | $54.5K | Hold |
890
| – | – | 0.04% | 144 |
|
|
2019
Q2 | $54K | Buy |
+890
| New | +$54K | 0.05% | 135 |
|