Beaumont Financial Advisors’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
2024
Q1
Sell
-17,936
Closed -$836K 372
2023
Q4
$836K Buy
+17,936
New +$836K 0.08% 150