Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,192
| Closed | -$214K | – | 490 |
|
|
2019
Q3 | $214K | Sell |
3,192
-356
| -10% | -$23.9K | 0.04% | 417 |
|
|
2019
Q2 | $235K | Buy |
+3,548
| New | +$235K | 0.05% | 346 |
|
|
2018
Q4 | – | Sell |
-6,703
| Closed | -$463K | – | 415 |
|
|
2018
Q3 | $463K | Buy |
6,703
+28
| +0.4% | +$1.93K | 0.11% | 200 |
|
|
2018
Q2 | $443K | Buy |
6,675
+1,723
| +35% | +$114K | 0.12% | 196 |
|
|
2018
Q1 | $321K | Buy |
+4,952
| New | +$321K | 0.1% | 227 |
|