Geneos Wealth 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
Q4 | – | Sell |
-225
| Closed | -$13K | – | 3064 |
|
|
2020
Q3 | $13K | Hold |
225
| – | – | ﹤0.01% | 1869 |
|
|
2020
Q2 | $12K | Hold |
225
| – | – | ﹤0.01% | 1862 |
|
|
2020
Q1 | $11K | Buy |
225
+200
| +800% | +$9.78K | ﹤0.01% | 1805 |
|
|
2019
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2538 |
|
|
2019
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2482 |
|
|
2019
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2485 |
|
|
2019
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 2395 |
|
|
2018
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 2373 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2403 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2251 |
|
|
2018
Q1 | $1K | Sell |
25
-25
| -50% | -$1K | ﹤0.01% | 2162 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1991 |
|
|
2017
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1940 |
|