Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $558K | Buy |
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2021
Q3 | $453K | Buy |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $270K | Buy |
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|
2020
Q3 | $1.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $585K | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $509K | Buy |
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|
2019
Q1 | $459K | Sell |
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|
2018
Q4 | $468K | Buy |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $1K | Buy |
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