LWM
Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,725
| Closed | -$1.91M | – | 360 |
|
|
2023
Q2 | $1.91M | Sell |
24,725
-611
| -2% | -$47.2K | 0.37% | 68 |
|
|
2023
Q1 | $1.93M | Sell |
25,336
-274
| -1% | -$20.9K | 0.39% | 67 |
|
|
2022
Q4 | $1.9M | Sell |
25,610
-3,040
| -11% | -$226K | 0.41% | 69 |
|
|
2022
Q3 | $1.92M | Buy |
28,650
+62
| +0.2% | +$4.16K | 0.45% | 63 |
|
|
2022
Q2 | $2.07M | Sell |
28,588
-262
| -0.9% | -$19K | 0.42% | 69 |
|
|
2022
Q1 | $2.4M | Sell |
28,850
-956
| -3% | -$79.7K | 0.4% | 66 |
|
|
2021
Q4 | $2.53M | Sell |
29,806
-1,759
| -6% | -$149K | 0.4% | 61 |
|
|
2021
Q3 | $2.59M | Buy |
31,565
+2,587
| +9% | +$212K | 0.66% | 40 |
|
|
2021
Q2 | $2.48M | Buy |
28,978
+2,221
| +8% | +$190K | 0.64% | 40 |
|
|
2021
Q1 | $2.19M | Sell |
26,757
-11,784
| -31% | -$966K | 0.75% | 36 |
|
|
2020
Q4 | $2.55M | Buy |
38,541
+5,052
| +15% | +$334K | 0.54% | 51 |
|
|
2020
Q3 | $1.68M | Sell |
33,489
-6,921
| -17% | -$347K | 0.74% | 39 |
|
|
2020
Q2 | $1.99M | Sell |
40,410
-39
| -0.1% | -$1.92K | 1.04% | 21 |
|
|
2020
Q1 | $1.65M | Buy |
40,449
+19,591
| +94% | +$801K | 1.08% | 24 |
|
|
2019
Q4 | $1.37M | Buy |
+20,858
| New | +$1.37M | 0.87% | 34 |
|