Wagner Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-45,697
| Closed | -$3.19M | – | 678 |
|
2020
Q4 | $3.19M | Buy |
+45,697
| New | +$3.19M | 3.03% | 6 |
|
2018
Q3 | $1.83M | Buy |
26,466
+616
| +2% | +$42.6K | 1.22% | 24 |
|
2018
Q2 | $1.72M | Buy |
25,850
+4,330
| +20% | +$287K | 1.24% | 24 |
|
2018
Q1 | $1.4M | Buy |
21,520
+5,655
| +36% | +$367K | 1.06% | 25 |
|
2017
Q4 | $766K | Buy |
+15,865
| New | +$766K | 0.57% | 43 |
|