CWM
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Compass Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Compass Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-545
Closed -$23.5K – 409
2023
Q2 		$23.5K Hold
545
– – 0.01% 313
2023
Q1 		$22.2K Buy
+545
New +$22.2K 0.01% 312