Asset Planning Services (Pennsylvania)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,141
| Closed | -$68K | – | 226 |
|
|
2019
Q3 | $68K | Buy |
2,141
+13
| +0.6% | +$413 | 0.03% | 118 |
|
|
2019
Q2 | $67K | Buy |
2,128
+14
| +0.7% | +$441 | 0.03% | 114 |
|
|
2019
Q1 | $64K | Buy |
2,114
+12
| +0.6% | +$363 | 0.03% | 113 |
|
|
2018
Q4 | $57K | Buy |
2,102
+17
| +0.8% | +$461 | 0.03% | 113 |
|
|
2018
Q3 | $64K | Buy |
2,085
+15
| +0.7% | +$460 | 0.03% | 113 |
|
|
2018
Q2 | $61K | Buy |
+2,070
| New | +$61K | 0.03% | 116 |
|