Concorde Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $207K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $333K | Sell |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $453K | Buy |
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