FNWM
Financial Network Wealth Management’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
Q1 | $7.18M | Buy |
140,563
+12,273
| +10% | +$627K | 2.53% | 9 |
|
|
2024
Q4 | $6.56M | Sell |
128,290
-1,873
| -1% | -$95.8K | 2.34% | 11 |
|
|
2024
Q3 | $6.88M | Sell |
130,163
-6,252
| -5% | -$330K | 2.47% | 11 |
|
|
2024
Q2 | $6.65M | Buy |
136,415
+1,822
| +1% | +$88.8K | 2.53% | 11 |
|
|
2024
Q1 | $6.57M | Buy |
+134,593
| New | +$6.57M | 3.11% | 11 |
|