CRWM
Castle Rock 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
Q1 | – | Sell |
-8,272
| Closed | -$663K | – | 239 |
|
|
2023
Q4 | $663K | Buy |
8,272
+466
| +6% | +$37.4K | 0.2% | 126 |
|
|
2023
Q3 | $549K | Buy |
7,806
+95
| +1% | +$6.68K | 0.18% | 130 |
|
|
2023
Q2 | $591K | Buy |
7,711
+369
| +5% | +$28.3K | 0.2% | 115 |
|
|
2023
Q1 | $531K | Sell |
7,342
-721
| -9% | -$52.1K | 0.19% | 120 |
|
|
2022
Q4 | $654K | Buy |
+8,063
| New | +$654K | 0.29% | 98 |
|