Lucia Wealth Services’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Lucia Wealth Services’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.02M	Sell
2020 Q2	$1.08M	Buy
2020 Q1	$594K	Buy
2018 Q4	–	Sell
2018 Q3	$543K	Sell
2018 Q2	$693K	Sell
2018 Q1	$4.52M	Buy
2017 Q4	$435K	Buy