MWPCG
Measured Wealth Private Client Group’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 | $200K | Sell |
2,508
-149
| -6% | -$11.9K | 0.06% | 177 |
|
|
2025
Q1 | $208K | Sell |
2,657
-102
| -4% | -$8K | 0.07% | 165 |
|
|
2024
Q4 | $241K | Sell |
2,759
-11
| -0.4% | -$960 | 0.08% | 156 |
|
|
2024
Q3 | $240K | Sell |
2,770
-3,985
| -59% | -$346K | 0.08% | 155 |
|
|
2024
Q2 | $529K | Sell |
6,755
-1,163
| -15% | -$91.1K | 0.19% | 85 |
|
|
2024
Q1 | $657K | Sell |
7,918
-2,187
| -22% | -$181K | 0.23% | 74 |
|
|
2023
Q4 | $842K | Sell |
10,105
-735
| -7% | -$61.2K | 0.31% | 43 |
|
|
2023
Q3 | $784K | Buy |
10,840
+196
| +2% | +$14.2K | 0.32% | 50 |
|
|
2023
Q2 | $822K | Sell |
10,644
-20
| -0.2% | -$1.54K | 0.31% | 42 |
|
|
2023
Q1 | $812K | Sell |
10,664
-714
| -6% | -$54.4K | 0.31% | 44 |
|
|
2022
Q4 | $844K | Sell |
11,378
-127
| -1% | -$9.43K | 0.35% | 40 |
|
|
2022
Q3 | $772K | Sell |
11,505
-276
| -2% | -$18.5K | 0.34% | 40 |
|
|
2022
Q2 | $853K | Sell |
11,781
-3,497
| -23% | -$253K | 0.38% | 40 |
|
|
2022
Q1 | $1.27M | Sell |
15,278
-2,002
| -12% | -$167K | 0.47% | 28 |
|
|
2021
Q4 | $1.46M | Sell |
17,280
-13,014
| -43% | -$1.1M | 0.52% | 31 |
|
|
2021
Q3 | $2.48M | Sell |
30,294
-2,398
| -7% | -$197K | 0.96% | 20 |
|
|
2021
Q2 | $2.8M | Buy |
32,692
+11,399
| +54% | +$977K | 0.89% | 19 |
|
|
2021
Q1 | $1.75M | Buy |
21,293
+2,446
| +13% | +$201K | 0.62% | 32 |
|
|
2020
Q4 | $1.25M | Buy |
18,847
+540
| +3% | +$35.7K | 0.52% | 37 |
|
|
2020
Q3 | $917K | Buy |
18,307
+2,620
| +17% | +$131K | 0.44% | 39 |
|
|
2020
Q2 | $771K | Buy |
15,687
+6,465
| +70% | +$318K | 0.45% | 38 |
|
|
2020
Q1 | $377K | Sell |
9,222
-437
| -5% | -$17.9K | 0.29% | 53 |
|
|
2019
Q4 | $635K | Buy |
+9,659
| New | +$635K | 0.42% | 30 |
|