CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $693K | Hold |
7,938
| – | – | 0.25% | 56 |
|
|
2024
Q3 | $689K | Hold |
7,938
| – | – | 0.25% | 56 |
|
|
2024
Q2 | $622K | Hold |
7,938
| – | – | 0.25% | 58 |
|
|
2024
Q1 | $659K | Hold |
7,938
| – | – | 0.29% | 53 |
|
|
2023
Q4 | $661K | Hold |
7,938
| – | – | 0.33% | 49 |
|
|
2023
Q3 | $574K | Hold |
7,938
| – | – | 0.32% | 52 |
|
|
2023
Q2 | $613K | Hold |
7,938
| – | – | 0.33% | 50 |
|
|
2023
Q1 | $605K | Hold |
7,938
| – | – | 0.28% | 52 |
|
|
2022
Q4 | $589K | Hold |
7,938
| – | – | 0.36% | 54 |
|
|
2022
Q3 | $533K | Hold |
7,938
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $575K | Hold |
7,938
| – | – | 0.3% | 52 |
|
|
2022
Q1 | $661K | Hold |
7,938
| – | – | 0.32% | 51 |
|
|
2021
Q4 | $673K | Buy |
+7,938
| New | +$673K | 0.41% | 45 |
|