Summit Wealth & Retirement Planning’s Cambria Shareholder Yield ETF SYLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
17,151
+864
| +5% | +$56.2K | 0.3% | 34 |
|
|
2025
Q1 | $1.04M | Buy |
16,287
+1,686
| +12% | +$108K | 0.32% | 30 |
|
|
2024
Q4 | $1,000K | Buy |
14,601
+3,394
| +30% | +$232K | 0.31% | 27 |
|
|
2024
Q3 | $811K | Buy |
11,207
+3,197
| +40% | +$231K | 0.26% | 26 |
|
|
2024
Q2 | $547K | Buy |
8,010
+5,024
| +168% | +$343K | 0.19% | 34 |
|
|
2024
Q1 | $219K | Buy |
+2,986
| New | +$219K | 0.08% | 62 |
|
|
2020
Q1 | – | Sell |
-115,102
| Closed | -$4.64M | – | 129 |
|
|
2019
Q4 | $4.64M | Buy |
115,102
+1,852
| +2% | +$74.7K | 2.07% | 12 |
|
|
2019
Q3 | $4.12M | Buy |
113,250
+5,319
| +5% | +$194K | 2.49% | 8 |
|
|
2019
Q2 | $3.88M | Sell |
107,931
-1,265
| -1% | -$45.5K | 2.27% | 7 |
|
|
2019
Q1 | $3.93M | Buy |
109,196
+8,294
| +8% | +$299K | 2.34% | 6 |
|
|
2018
Q4 | $3.28M | Buy |
+100,902
| New | +$3.28M | 2.48% | 7 |
|