CM Wealth Advisors’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
Q2 | $1.93M | Buy |
|
|||||
|
2025
Q1 | $1.89M | Hold |
|
|||||
|
2024
Q4 | $2.11M | Hold |
|
|||||
|
2024
Q3 | $2.09M | Hold |
|
|||||
|
2024
Q2 | $1.89M | Hold |
|
|||||
|
2024
Q1 | $1.94M | Hold |
|
|||||
|
2023
Q4 | $2.01M | Hold |
|
|||||
|
2023
Q3 | $1.78M | Hold |
|
|||||
|
2023
Q2 | $1.96M | Hold |
|
|||||
|
2023
Q1 | $1.74M | Hold |
|
|||||
|
2022
Q4 | $1.79M | Hold |
|
|||||
|
2022
Q3 | $1.62B | Hold |
|
|||||
|
2022
Q2 | $1.75M | Buy |
|