PSIWM
Paradigm Strategies in 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
2,726
+12
| +0.4% | +$957 | 0.14% | 51 |
|
|
2025
Q1 | $213K | Buy |
2,714
+9
| +0.3% | +$706 | 0.14% | 49 |
|
|
2024
Q4 | $236K | Sell |
2,705
-97
| -3% | -$8.46K | 0.16% | 44 |
|
|
2024
Q3 | $243K | Buy |
2,802
+11
| +0.4% | +$955 | 0.15% | 44 |
|
|
2024
Q2 | $219K | Buy |
2,791
+13
| +0.5% | +$1.02K | 0.13% | 46 |
|
|
2024
Q1 | $230K | Buy |
2,778
+9
| +0.3% | +$747 | 0.14% | 46 |
|
|
2023
Q4 | $231K | Sell |
2,769
-135
| -5% | -$11.2K | 0.15% | 41 |
|
|
2023
Q3 | $210K | Buy |
2,904
+11
| +0.4% | +$796 | 0.13% | 44 |
|
|
2023
Q2 | $223K | Buy |
2,893
+12
| +0.4% | +$926 | 0.15% | 42 |
|
|
2023
Q1 | $220K | Buy |
2,881
+8
| +0.3% | +$610 | 0.17% | 38 |
|
|
2022
Q4 | $213K | Buy |
+2,873
| New | +$213K | 0.19% | 37 |
|
|
2022
Q3 | – | Sell |
-2,855
| Closed | -$207K | – | 42 |
|
|
2022
Q2 | $207K | Buy |
2,855
+9
| +0.3% | +$653 | 0.23% | 37 |
|
|
2022
Q1 | $237K | Buy |
2,846
+2
| +0.1% | +$167 | 0.25% | 37 |
|
|
2021
Q4 | $241K | Buy |
2,844
+17
| +0.6% | +$1.44K | 0.24% | 39 |
|
|
2021
Q3 | $232K | Buy |
2,827
+6
| +0.2% | +$492 | 0.22% | 44 |
|
|
2021
Q2 | $242K | Sell |
2,821
-225
| -7% | -$19.3K | 0.22% | 39 |
|
|
2021
Q1 | $250K | Buy |
+3,046
| New | +$250K | 0.24% | 35 |
|