DW30
Drucker Wealth 3.0’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 | $396K | Sell |
7,470
-1,340
| -15% | -$71K | 0.08% | 169 |
|
2025
Q1 | $450K | Buy |
8,810
+3,088
| +54% | +$158K | 0.1% | 121 |
|
2024
Q4 | $293K | Sell |
5,722
-469
| -8% | -$24K | 0.07% | 132 |
|
2024
Q3 | $327K | Sell |
6,191
-486
| -7% | -$25.7K | 0.08% | 128 |
|
2024
Q2 | $325K | Buy |
+6,677
| New | +$325K | 0.09% | 127 |
|