Aveo Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,821
| Closed | -$522K | – | 357 |
|
|
2023
Q1 | $522K | Buy |
12,821
+126
| +1% | +$5.13K | 0.07% | 187 |
|
|
2022
Q4 | $494K | Buy |
+12,695
| New | +$494K | 0.07% | 190 |
|
|
2022
Q3 | – | Sell |
-5,695
| Closed | -$210K | – | 294 |
|
|
2022
Q2 | $210K | Buy |
+5,695
| New | +$210K | 0.03% | 254 |
|
|
2019
Q4 | – | Sell |
-11,340
| Closed | -$380K | – | 197 |
|
|
2019
Q3 | $380K | Buy |
+11,340
| New | +$380K | 0.16% | 113 |
|
|
2018
Q2 | – | Sell |
-71,438
| Closed | -$2.1M | – | 154 |
|
|
2018
Q1 | $2.1M | Buy |
+71,438
| New | +$2.1M | 0.88% | 29 |
|