Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $984K | Buy |
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|
2023
Q1 | $835K | Sell |
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|
2022
Q4 | $873K | Sell |
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|
2022
Q3 | $848K | Buy |
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|
2022
Q2 | $873K | Buy |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $932K | Buy |
|