EWA
Encompass Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-34,825
| Closed | -$1.45M | – | 248 |
|
|
2022
Q1 | $1.45M | Buy |
34,825
+600
| +2% | +$25.1K | 0.37% | 48 |
|
|
2021
Q4 | $1.44M | Hold |
34,225
| – | – | 0.35% | 54 |
|
|
2021
Q3 | $1.33M | Hold |
34,225
| – | – | 0.35% | 55 |
|
|
2021
Q2 | $1.35M | Hold |
34,225
| – | – | 0.33% | 59 |
|
|
2021
Q1 | $1.36M | Buy |
+34,225
| New | +$1.36M | 0.35% | 57 |
|