BDO Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.6K | Buy |
571
+3
| +0.5% | +$130 | ﹤0.01% | 543 |
|
|
2023
Q1 | $23.1K | Buy |
568
+3
| +0.5% | +$122 | ﹤0.01% | 561 |
|
|
2022
Q4 | $22K | Buy |
565
+3
| +0.5% | +$117 | ﹤0.01% | 561 |
|
|
2022
Q3 | $19K | Buy |
+562
| New | +$19K | ﹤0.01% | 589 |
|
|
2020
Q1 | – | Sell |
-1,912
| Closed | -$67K | – | 819 |
|
|
2019
Q4 | $67K | Buy |
+1,912
| New | +$67K | 0.02% | 275 |
|