Executive Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.3M | Sell |
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|
2024
Q3 | $15M | Sell |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $20.9M | Buy |
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|
2023
Q4 | $19M | Sell |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $12M | Sell |
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|
2023
Q1 | $14.9M | Sell |
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|
2022
Q4 | $14.7M | Buy |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $11M | Sell |
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|
2022
Q1 | $16.7M | Buy |
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|
2021
Q4 | $15.2M | Buy |
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|
2021
Q3 | $14.1M | Sell |
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|
2021
Q2 | $14.3M | Sell |
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|
2021
Q1 | $17.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.64M | Sell |
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|
2019
Q3 | $2.68M | Buy |
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