Buckingham Strategic Wealth’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $235K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $677K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $588K | Buy |
|