CWS
SYV
Cypress Wealth Services’s SPDR MFS Systematic Value Equity ETF of SSgA Active Trust SYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-17,620
| Closed | -$1.23M | – | 308 |
|
2020
Q4 | $1.23M | Buy |
+17,620
| New | +$1.23M | 0.27% | 74 |
|
2020
Q3 | – | Sell |
-20,048
| Closed | -$1.19M | – | 292 |
|
2020
Q2 | $1.19M | Sell |
20,048
-2,305
| -10% | -$137K | 0.28% | 84 |
|
2020
Q1 | $1.15M | Sell |
22,353
-3,082
| -12% | -$158K | 0.34% | 81 |
|
2019
Q4 | $1.83M | Sell |
25,435
-2,749
| -10% | -$198K | 0.46% | 68 |
|
2019
Q3 | $1.89M | Buy |
28,184
+6,584
| +30% | +$442K | 0.52% | 64 |
|
2019
Q2 | $1.43M | Buy |
21,600
+1,590
| +8% | +$105K | 0.41% | 75 |
|
2019
Q1 | $1.32M | Sell |
20,010
-4,500
| -18% | -$297K | 0.42% | 72 |
|
2018
Q4 | $1.46M | Buy |
24,510
+1,978
| +9% | +$117K | 0.58% | 57 |
|
2018
Q3 | $1.56M | Sell |
22,532
-233
| -1% | -$16.1K | 0.56% | 53 |
|
2018
Q2 | $1.51M | Buy |
22,765
+2,234
| +11% | +$148K | 0.57% | 50 |
|
2018
Q1 | $1.33M | Buy |
20,531
+3,418
| +20% | +$222K | 0.57% | 52 |
|
2017
Q4 | $1.13M | Buy |
+17,113
| New | +$1.13M | 0.47% | 59 |
|