BWP
Bernardo Wealth Planning’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 |
-6,805
| Closed | -$447K | – | 156 |
|
|
2019
Q4 | $447K | Hold |
6,805
| – | – | 0.27% | 89 |
|
|
2019
Q3 | $416K | Sell |
6,805
-465
| -6% | -$28.4K | 0.3% | 89 |
|
|
2019
Q2 | $441K | Buy |
7,270
+400
| +6% | +$24.3K | 0.35% | 78 |
|
|
2019
Q1 | $414K | Buy |
6,870
+366
| +6% | +$22.1K | 0.33% | 83 |
|
|
2018
Q4 | $350K | Buy |
+6,504
| New | +$350K | 0.31% | 87 |
|