9258 Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

9258 Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.35M	Sell
2024 Q2	$1.26M	Buy
2024 Q1	$1.11M	Buy
2023 Q4	$956K	Sell
2023 Q3	$885K	Sell
2023 Q2	$930K	Buy
2023 Q1	$867K	Buy
2022 Q4	$710K	Buy