BFM
Broadview Financial Management’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
Q3 | – | Sell |
-4,370
| Closed | -$215K | – | 45 |
|
|
2020
Q2 | $215K | Buy |
+4,370
| New | +$215K | 0.17% | 43 |
|
|
2020
Q1 | – | Sell |
-3,775
| Closed | -$248K | – | 44 |
|
|
2019
Q4 | $248K | Sell |
3,775
-71
| -2% | -$4.66K | 0.17% | 43 |
|
|
2019
Q3 | $236K | Buy |
3,846
+219
| +6% | +$13.4K | 0.18% | 43 |
|
|
2019
Q2 | $220K | Buy |
3,627
+16
| +0.4% | +$970 | 0.17% | 45 |
|
|
2019
Q1 | $218K | Buy |
+3,611
| New | +$218K | 0.17% | 44 |
|
|
2018
Q4 | – | Sell |
-3,532
| Closed | -$241K | – | 55 |
|
|
2018
Q3 | $241K | Sell |
3,532
-245
| -6% | -$16.7K | 0.22% | 37 |
|
|
2018
Q2 | $252K | Buy |
3,777
+1,852
| +96% | +$124K | 0.25% | 36 |
|
|
2018
Q1 | $238K | Sell |
1,925
-20
| -1% | -$2.47K | 0.24% | 36 |
|
|
2017
Q4 | $244K | Buy |
+1,945
| New | +$244K | 0.24% | 37 |
|