AWA
Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,657
| Closed | -$303K | – | 124 |
|
|
2019
Q4 | $303K | Buy |
4,657
+23
| +0.5% | +$1.5K | 0.26% | 85 |
|
|
2019
Q3 | $296K | Sell |
4,634
-617
| -12% | -$39.4K | 0.25% | 85 |
|
|
2019
Q2 | $311K | Sell |
5,251
-3,114
| -37% | -$184K | 0.28% | 74 |
|
|
2019
Q1 | $522K | Sell |
8,365
-844
| -9% | -$52.7K | 0.47% | 43 |
|
|
2018
Q4 | $528K | Buy |
9,209
+3,794
| +70% | +$218K | 0.54% | 40 |
|
|
2018
Q3 | $338K | Buy |
5,415
+3,651
| +207% | +$228K | 0.33% | 64 |
|
|
2018
Q2 | $119K | Buy |
1,764
+882
| +100% | +$59.5K | 0.1% | 157 |
|
|
2018
Q1 | $112K | Buy |
882
+18
| +2% | +$2.29K | 0.1% | 162 |
|
|
2017
Q4 | $109K | Buy |
+864
| New | +$109K | 0.1% | 160 |
|