SWA
Sutton Wealth Advisors’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-306
| Closed | -$16.5K | – | 1227 |
|
|
2018
Q4 | $16.5K | Hold |
306
| – | – | 0.01% | 586 |
|
|
2018
Q3 | $20.9K | Hold |
306
| – | – | 0.01% | 570 |
|
|
2018
Q2 | $20.4K | Buy |
306
+153
| +100% | +$10.2K | 0.01% | 582 |
|
|
2018
Q1 | $18.9K | Hold |
153
| – | – | 0.01% | 593 |
|
|
2017
Q4 | $19.2K | Hold |
153
| – | – | 0.01% | 568 |
|
|
2017
Q3 | $19.3K | Hold |
153
| – | – | 0.01% | 558 |
|
|
2017
Q2 | $18.3K | Hold |
153
| – | – | 0.01% | 564 |
|
|
2017
Q1 | $18.1K | Hold |
153
| – | – | 0.02% | 547 |
|
|
2016
Q4 | $18.2K | Hold |
153
| – | – | 0.02% | 527 |
|
|
2016
Q3 | $16.4K | Hold |
153
| – | – | 0.02% | 520 |
|
|
2016
Q2 | $15.3K | Hold |
153
| – | – | 0.01% | 515 |
|
|
2016
Q1 | $14.9K | Buy |
+153
| New | +$14.9K | 0.01% | 509 |
|