Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $836K | Buy |
14,181
+2,039
| +17% | +$120K | 0.28% | 95 |
|
|
2016
Q4 | $685K | Buy |
12,142
+5,860
| +93% | +$331K | 0.26% | 99 |
|
|
2016
Q3 | $340K | Sell |
6,282
-1,052
| -14% | -$56.9K | 0.12% | 157 |
|
|
2016
Q2 | $380K | Buy |
7,334
+2,040
| +39% | +$106K | 0.15% | 140 |
|
|
2016
Q1 | $274K | Buy |
5,294
+2,103
| +66% | +$109K | 0.12% | 147 |
|
|
2015
Q4 | $168K | Sell |
3,191
-1,579
| -33% | -$83.1K | 0.07% | 213 |
|
|
2015
Q3 | $255K | Buy |
4,770
+407
| +9% | +$21.8K | 0.11% | 150 |
|
|
2015
Q2 | $252K | Buy |
4,363
+1,281
| +42% | +$74K | 0.1% | 160 |
|
|
2015
Q1 | $175K | Buy |
+3,082
| New | +$175K | 0.07% | 206 |
|