Belpointe Asset Management’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,755
| Closed | -$629K | – | 841 |
|
|
2019
Q4 | $629K | Sell |
8,755
-554
| -6% | -$39.8K | 0.08% | 275 |
|
|
2019
Q3 | $625K | Buy |
9,309
+701
| +8% | +$47.1K | 0.1% | 220 |
|
|
2019
Q2 | $570K | Sell |
8,608
-8,792
| -51% | -$582K | 0.11% | 199 |
|
|
2019
Q1 | $920K | Buy |
17,400
+11,296
| +185% | +$597K | 0.18% | 96 |
|
|
2018
Q4 | $362K | Buy |
6,104
+707
| +13% | +$41.9K | 0.09% | 242 |
|
|
2018
Q3 | $373K | Buy |
5,397
+774
| +17% | +$53.5K | 0.06% | 317 |
|
|
2018
Q2 | $307K | Sell |
4,623
-889
| -16% | -$59K | 0.09% | 257 |
|
|
2018
Q1 | $357K | Buy |
+5,512
| New | +$357K | 0.1% | 225 |
|