Curi Wealth Management’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
2022
Q3
Sell
-139
Closed -$5K 619
2022
Q2
$5K Hold
139
﹤0.01% 458
2022
Q1
$5K Hold
139
﹤0.01% 415
2021
Q4
$5K Buy
+139
New +$5K ﹤0.01% 383