Laurel Wealth Advisors (California)’s SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust SYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,926
| Closed | -$456K | – | 498 |
|
|
2020
Q4 | $456K | Buy |
3,926
+1
| +0% | +$116 | 0.07% | 263 |
|
|
2020
Q3 | $423K | Sell |
3,925
-4
| -0.1% | -$431 | 0.07% | 248 |
|
|
2020
Q2 | $382K | Sell |
3,929
-47
| -1% | -$4.57K | 0.07% | 256 |
|
|
2020
Q1 | $308K | Sell |
3,976
-6,936
| -64% | -$537K | 0.07% | 265 |
|
|
2019
Q4 | $976K | Sell |
10,912
-565
| -5% | -$50.5K | 0.16% | 151 |
|
|
2019
Q3 | $934K | Sell |
11,477
-625
| -5% | -$50.9K | 0.16% | 157 |
|
|
2019
Q2 | $1.01M | Sell |
12,102
-102
| -0.8% | -$8.55K | 0.22% | 119 |
|
|
2019
Q1 | $990K | Sell |
12,204
-309
| -2% | -$25.1K | 0.24% | 107 |
|
|
2018
Q4 | $884K | Sell |
12,513
-3,508
| -22% | -$248K | 0.26% | 95 |
|
|
2018
Q3 | $1.38M | Sell |
16,021
-719
| -4% | -$62.1K | 0.34% | 79 |
|
|
2018
Q2 | $1.35M | Buy |
16,740
+997
| +6% | +$80.4K | 0.36% | 78 |
|
|
2018
Q1 | $1.24M | Buy |
15,743
+3,802
| +32% | +$299K | 0.38% | 73 |
|
|
2017
Q4 | $948K | Buy |
11,941
+772
| +7% | +$61.3K | 0.27% | 94 |
|
|
2017
Q3 | $840K | Buy |
11,169
+304
| +3% | +$22.9K | 0.28% | 91 |
|
|
2017
Q2 | $774K | Buy |
10,865
+757
| +7% | +$53.9K | 0.28% | 96 |
|
|
2017
Q1 | $691K | Buy |
+10,108
| New | +$691K | 0.27% | 101 |
|