PWM
Paulson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,804
| Closed | -$233K | – | 145 |
|
|
2024
Q1 | $233K | Sell |
2,804
-921
| -25% | -$76.4K | 0.07% | 130 |
|
|
2023
Q4 | $310K | Sell |
3,725
-1,320
| -26% | -$110K | 0.1% | 101 |
|
|
2023
Q3 | $365K | Sell |
5,045
-472
| -9% | -$34.2K | 0.13% | 86 |
|
|
2023
Q2 | $426K | Buy |
+5,517
| New | +$426K | 0.15% | 77 |
|