CPG
Cornerstone Planning Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7K | Sell |
1,346
-4
| -0.3% | -$210 | 0.01% | 192 |
|
|
2025
Q1 | $65K | Sell |
1,350
-43
| -3% | -$2.07K | 0.02% | 195 |
|
|
2024
Q4 | $73.9K | Sell |
1,393
-11
| -0.8% | -$584 | 0.02% | 142 |
|
|
2024
Q3 | $73.8K | Sell |
1,404
-14,326
| -91% | -$753K | 0.02% | 140 |
|
|
2024
Q2 | $768K | Buy |
+15,730
| New | +$768K | 0.22% | 34 |
|
|
2022
Q4 | $147K | Buy |
+3,699
| New | +$147K | 0.06% | 122 |
|