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Bernardo Wealth Planning’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bernardo Wealth Planning’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,279
Closed -$254K – 159
2019
Q4 		$254K Sell
7,279
-5,340
-42% -$186K 0.15% 138
2019
Q3 		$403K Buy
+12,619
New +$403K 0.29% 91