LWM
Ledge 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
Q4 | $7.01M | Sell |
84,165
-237
| -0.3% | -$19.7K | 2.73% | 9 |
|
|
2023
Q3 | $6.11M | Buy |
84,402
+298
| +0.4% | +$21.6K | 2.74% | 9 |
|
|
2023
Q2 | $6.49M | Sell |
84,104
-1,556
| -2% | -$120K | 3.1% | 9 |
|
|
2023
Q1 | $6.53M | Sell |
85,660
-409
| -0.5% | -$31.2K | 3.09% | 9 |
|
|
2022
Q4 | $6.39M | Buy |
86,069
+6,304
| +8% | +$468K | 2.92% | 11 |
|
|
2022
Q3 | $5.36M | Sell |
79,765
-3,651
| -4% | -$245K | 3.28% | 9 |
|
|
2022
Q2 | $6.04M | Buy |
83,416
+7,867
| +10% | +$570K | 3.71% | 8 |
|
|
2022
Q1 | $6.3M | Buy |
+75,549
| New | +$6.3M | 3.92% | 7 |
|