SSWM
Sheets Smith Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
22,299
-641
| -3% | -$41.7K | 0.17% | 122 |
|
|
2025
Q1 | $1.46M | Sell |
22,940
-9,000
| -28% | -$574K | 0.18% | 119 |
|
|
2024
Q4 | $2.19M | Hold |
31,940
| – | – | 0.27% | 92 |
|
|
2024
Q3 | $2.31M | Sell |
31,940
-982
| -3% | -$71.1K | 0.28% | 89 |
|
|
2024
Q2 | $2.25M | Sell |
32,922
-4,282
| -12% | -$292K | 0.27% | 91 |
|
|
2024
Q1 | $2.73M | Sell |
37,204
-2,625
| -7% | -$192K | 0.31% | 83 |
|
|
2023
Q4 | $2.69M | Buy |
39,829
+503
| +1% | +$34K | 0.38% | 68 |
|
|
2023
Q3 | $2.43M | Sell |
39,326
-28
| -0.1% | -$1.73K | 0.37% | 72 |
|
|
2023
Q2 | $2.41M | Buy |
39,354
+4,651
| +13% | +$285K | 0.35% | 72 |
|
|
2023
Q1 | $2.04M | Sell |
34,703
-2,788
| -7% | -$164K | 0.31% | 79 |
|
|
2022
Q4 | $2.22M | Sell |
37,491
-3,758
| -9% | -$223K | 0.35% | 71 |
|
|
2022
Q3 | $2.17M | Hold |
41,249
| – | – | 0.36% | 71 |
|
|
2022
Q2 | $2.24M | Buy |
41,249
+24,034
| +140% | +$1.31M | 0.37% | 69 |
|
|
2022
Q1 | $1.1M | Buy |
+17,215
| New | +$1.1M | 0.15% | 133 |
|