CWSR
Chessman Wealth Strategies RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-154,386
| Closed | -$10.5M | – | 148 |
|
|
2018
Q3 | $10.5M | Buy |
+154,386
| New | +$10.5M | 9.27% | 6 |
|
|
2018
Q2 | – | Sell |
-30,973
| Closed | -$3.83M | – | 33 |
|
|
2018
Q1 | $3.83M | Sell |
30,973
-9,115
| -23% | -$1.13M | 4.82% | 8 |
|
|
2017
Q4 | $5.04M | Buy |
+40,088
| New | +$5.04M | 5.04% | 8 |
|