JFA
Johanson Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $593K | Buy |
6,997
+11
| +0.2% | +$932 | 0.18% | 82 |
|
|
2021
Q3 | $573K | Buy |
6,986
+36
| +0.5% | +$2.95K | 0.2% | 80 |
|
|
2021
Q2 | $569K | Buy |
6,950
+73
| +1% | +$5.98K | 0.19% | 80 |
|
|
2021
Q1 | $571K | Sell |
6,877
-149
| -2% | -$12.4K | 0.21% | 75 |
|
|
2020
Q4 | $465K | Buy |
7,026
+162
| +2% | +$10.7K | 0.19% | 78 |
|
|
2020
Q3 | $363K | Sell |
6,864
-363
| -5% | -$19.2K | 0.16% | 81 |
|
|
2020
Q2 | $355K | Sell |
7,227
-260
| -3% | -$12.8K | 0.18% | 78 |
|
|
2020
Q1 | $304K | Sell |
7,487
-577,284
| -99% | -$23.4M | 0.17% | 76 |
|
|
2019
Q4 | $8.9M | Buy |
584,771
+575,333
| +6,096% | +$8.75M | 0.42% | 44 |
|
|
2019
Q3 | $578K | Buy |
9,438
+97
| +1% | +$5.94K | 0.3% | 64 |
|
|
2019
Q2 | $564K | Buy |
9,341
+470
| +5% | +$28.4K | 0.3% | 64 |
|
|
2019
Q1 | $534K | Buy |
8,871
+285
| +3% | +$17.2K | 0.3% | 65 |
|
|
2018
Q4 | $463K | Buy |
8,586
+1,847
| +27% | +$99.6K | 0.31% | 58 |
|
|
2018
Q3 | $462K | Buy |
6,739
+1,774
| +36% | +$122K | 0.27% | 66 |
|
|
2018
Q2 | $331K | Buy |
+4,965
| New | +$331K | 0.21% | 71 |
|