Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $32K | Buy |
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|
2024
Q4 | $31.9K | Buy |
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|
2024
Q3 | $32.8K | Buy |
|
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|
2024
Q2 | $30.1K | Buy |
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|
2024
Q1 | $30.7K | Hold |
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|
2023
Q4 | $28.6K | Hold |
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|
2023
Q3 | $24.9K | Hold |
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|
2023
Q2 | $26.5K | Hold |
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|
2023
Q1 | $25K | Hold |
|
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|
2022
Q4 | $23.8K | Sell |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $36K | Buy |
|