CFS
Commonwealth Financial Services’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 | $681K | Sell |
8,542
-261
| -3% | -$20.8K | 0.13% | 92 |
|
|
2025
Q1 | $690K | Hold |
8,803
| – | – | 0.14% | 93 |
|
|
2024
Q4 | $768K | Hold |
8,803
| – | – | 0.15% | 79 |
|
|
2024
Q3 | $753K | Hold |
8,803
| – | – | 0.15% | 80 |
|
|
2024
Q2 | $684K | Sell |
8,803
-72
| -0.8% | -$5.59K | 0.14% | 84 |
|
|
2024
Q1 | $739K | Buy |
8,875
+630
| +8% | +$52.5K | 0.17% | 77 |
|
|
2023
Q4 | $687K | Sell |
8,245
-2,919
| -26% | -$243K | 0.16% | 78 |
|
|
2023
Q3 | $808K | Buy |
+11,164
| New | +$808K | 0.24% | 71 |
|