Atlas Private Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
|
|||||
|
2025
Q1 | $230K | Sell |
|
|||||
|
2024
Q4 | $249K | Sell |
|
|||||
|
2024
Q3 | $266K | Sell |
|
|||||
|
2024
Q2 | $306K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $404K | Sell |
|
|||||
|
2023
Q3 | $487K | Sell |
|
|||||
|
2023
Q2 | $728K | Buy |
|
|||||
|
2023
Q1 | $367K | Sell |
|
|||||
|
2022
Q4 | $365K | Sell |
|
|||||
|
2022
Q3 | $356K | Sell |
|
|||||
|
2022
Q2 | $407K | Sell |
|
|||||
|
2022
Q1 | $612K | Buy |
|
|||||
|
2021
Q4 | $573K | Buy |
|
|||||
|
2021
Q3 | $431K | Buy |
|
|||||
|
2021
Q2 | $406K | Buy |
|
|||||
|
2021
Q1 | $359K | Buy |
|
|||||
|
2020
Q4 | $234K | Sell |
|
|||||
|
2020
Q3 | $210K | Sell |
|
|||||
|
2020
Q2 | $207K | Buy |
|