FNWA
Financial Network 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 | $1.44M | Sell |
27,440
-231
| -0.8% | -$12.1K | 1.75% | 8 |
|
2025
Q1 | $1.41M | Buy |
27,671
+1,296
| +5% | +$66.2K | 1.86% | 9 |
|
2024
Q4 | $1.35M | Sell |
26,375
-33,373
| -56% | -$1.71M | 2.51% | 7 |
|
2024
Q3 | $3.16M | Sell |
59,748
-1,179
| -2% | -$62.3K | 2.61% | 3 |
|
2024
Q2 | $2.97M | Buy |
60,927
+14,873
| +32% | +$725K | 2.22% | 5 |
|
2024
Q1 | $2.31M | Sell |
46,054
-453
| -1% | -$22.7K | 2.3% | 6 |
|
2023
Q4 | $2.17M | Buy |
+46,507
| New | +$2.17M | 2.31% | 7 |
|