Laurel Wealth Advisors (California)’s SPDR MFS Systematic Core Equity ETF of SSgA Active Trust SYE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,699
| Closed | -$222K | – | 491 |
|
|
2019
Q3 | $222K | Buy |
2,699
+166
| +7% | +$13.7K | 0.04% | 411 |
|
|
2019
Q2 | $206K | Buy |
+2,533
| New | +$206K | 0.05% | 376 |
|
|
2018
Q4 | – | Sell |
-5,354
| Closed | -$435K | – | 416 |
|
|
2018
Q3 | $435K | Buy |
5,354
+19
| +0.4% | +$1.54K | 0.11% | 209 |
|
|
2018
Q2 | $401K | Buy |
5,335
+1,527
| +40% | +$115K | 0.11% | 208 |
|
|
2018
Q1 | $282K | Buy |
+3,808
| New | +$282K | 0.09% | 257 |
|