Winslow Evans & Crocker’s State Street SPDR S&P 1500 Value Tilt ETF VLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $18K | Hold |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $9.9K | Hold |
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|
2017
Q4 | $10.2K | Hold |
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|
2017
Q3 | $9.59K | Hold |
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|
2017
Q2 | $9.26K | Hold |
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|
2017
Q1 | $9.09K | Hold |
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|
2016
Q4 | $8.79K | Hold |
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|
2016
Q3 | $8.2K | Hold |
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|
2016
Q2 | $7.86K | Hold |
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|
2016
Q1 | $7.75K | Hold |
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|
2015
Q4 | $7.66K | Hold |
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|
2015
Q3 | $7.61K | Hold |
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|
2015
Q2 | $8.31K | Hold |
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|
2015
Q1 | $8.4K | Hold |
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|
2014
Q4 | $8.54K | Hold |
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|
2014
Q3 | $8.35K | Hold |
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|
2014
Q2 | $8.43K | Hold |
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|
2014
Q1 | $8.05K | Hold |
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|
2013
Q4 | $8K | Buy |
|