Charter Oak Capital Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,271
Closed -$84K 779
2022
Q2
$84K Hold
2,271
0.01% 262
2022
Q1
$95K Buy
+2,271
New +$95K 0.01% 263