Concord Wealth Partners’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 | $276K | Buy |
|
|||||
|
2025
Q1 | $268K | Sell |
|
|||||
|
2024
Q4 | $290K | Buy |
|
|||||
|
2024
Q3 | $284K | Buy |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $283K | Buy |
|
|||||
|
2023
Q4 | $231K | Sell |
|
|||||
|
2023
Q3 | $212K | Sell |
|
|||||
|
2023
Q2 | $293K | Buy |
|
|||||
|
2023
Q1 | $258K | Sell |
|
|||||
|
2022
Q4 | $408K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $166K | Buy |
|
|||||
|
2022
Q1 | $186K | Sell |
|
|||||
|
2021
Q4 | $190K | Buy |
|
|||||
|
2021
Q3 | $155K | Sell |
|
|||||
|
2021
Q2 | $187K | Sell |
|
|||||
|
2021
Q1 | $310K | Sell |
|
|||||
|
2020
Q4 | $778K | Buy |
|