Crown Wealth Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,364
Closed -$209K 80
2022
Q4
$209K Buy
+5,364
New +$209K 0.2% 63
2022
Q3
Sell
-6,889
Closed -$254K 70
2022
Q2
$254K Sell
6,889
-15,273
-69% -$563K 0.23% 56
2022
Q1
$925K Buy
+22,162
New +$925K 0.64% 35