EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77K | Hold |
53
| – | – | ﹤0.01% | 3380 |
|
|
2025
Q1 | $2.71K | Buy |
53
+15
| +39% | +$766 | ﹤0.01% | 2784 |
|
|
2024
Q4 | $1.94K | Sell |
38
-2,600
| -99% | -$133K | ﹤0.01% | 2721 |
|
|
2024
Q3 | $139K | Sell |
2,638
-8,509
| -76% | -$450K | 0.01% | 683 |
|
|
2024
Q2 | $569K | Buy |
+11,147
| New | +$569K | 0.04% | 287 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$1.63K | – | 2997 |
|
|
2023
Q4 | $1.63K | Buy |
+35
| New | +$1.63K | ﹤0.01% | 2235 |
|
|
2023
Q2 | – | Sell |
-440
| Closed | -$17.9K | – | 2609 |
|
|
2023
Q1 | $17.9K | Hold |
440
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q4 | $17.1K | Buy |
+440
| New | +$17.1K | ﹤0.01% | 1109 |
|