EisnerAmper Wealth Management Corporate Benefits’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
Q2
Sell
-23,318
Closed -$950K 62
2023
Q1
$950K Buy
23,318
+3,678
+19% +$150K 0.46% 37
2022
Q4
$764K Buy
+19,640
New +$764K 0.39% 37
2022
Q2
Sell
-47,091
Closed -$1.97M 51
2022
Q1
$1.97M Buy
+47,091
New +$1.97M 0.94% 28