Bogart Wealth LLC’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
Q3 | $473K | Sell |
|
|||||
|
2025
Q2 | $777K | Buy |
|
|||||
|
2025
Q1 | $755K | Sell |
|
|||||
|
2024
Q4 | $757K | Buy |
|
|||||
|
2024
Q3 | $775K | Buy |
|
|||||
|
2024
Q2 | $142K | Buy |
|
|||||
|
2024
Q1 | $137K | Hold |
|
|||||
|
2023
Q4 | $128K | Buy |
|
|||||
|
2023
Q3 | $41.3K | Sell |
|
|||||
|
2023
Q2 | $43.8K | Sell |
|
|||||
|
2023
Q1 | $120K | Buy |
|
|||||
|
2022
Q4 | $2.92K | Buy |
|