CWA
CM Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
24,181
+51
| +0.2% | +$4.07K | 0.57% | 21 |
|
|
2025
Q1 | $1.89M | Hold |
24,130
| – | – | 0.61% | 19 |
|
|
2024
Q4 | $2.11M | Hold |
24,130
| – | – | 0.69% | 19 |
|
|
2024
Q3 | $2.09M | Hold |
24,130
| – | – | 0.68% | 17 |
|
|
2024
Q2 | $1.89M | Hold |
24,130
| – | – | 0.9% | 14 |
|
|
2024
Q1 | $1.94M | Hold |
24,130
| – | – | 0.56% | 25 |
|
|
2023
Q4 | $2.01M | Hold |
24,130
| – | – | 0.86% | 17 |
|
|
2023
Q3 | $1.78M | Hold |
24,130
| – | – | 0.69% | 19 |
|
|
2023
Q2 | $1.96M | Hold |
24,130
| – | – | 0.64% | 19 |
|
|
2023
Q1 | $1.74M | Hold |
24,130
| – | – | 0.34% | 65 |
|
|
2022
Q4 | $1.79M | Hold |
24,130
| – | – | 0.91% | 15 |
|
|
2022
Q3 | $1.62B | Hold |
24,130
| – | – | 0.9% | 15 |
|
|
2022
Q2 | $1.75M | Buy |
+24,130
| New | +$1.75M | 1.07% | 15 |
|