Laurel Wealth Advisors (California)’s SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,524
| Closed | -$208K | – | 389 |
|
|
2020
Q1 | $208K | Sell |
2,524
-542
| -18% | -$44.7K | 0.05% | 338 |
|
|
2019
Q4 | $347K | Buy |
3,066
+17
| +0.6% | +$1.92K | 0.06% | 307 |
|
|
2019
Q3 | $320K | Buy |
3,049
+16
| +0.5% | +$1.68K | 0.05% | 325 |
|
|
2019
Q2 | $315K | Sell |
3,033
-379
| -11% | -$39.4K | 0.07% | 284 |
|
|
2019
Q1 | $346K | Buy |
3,412
+18
| +0.5% | +$1.83K | 0.09% | 257 |
|
|
2018
Q4 | $311K | Buy |
+3,394
| New | +$311K | 0.09% | 240 |
|