FirstPurpose Wealth’s State Street 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
Q1
$914K Buy
2023
Q4
$861K Buy
2023
Q3
$752K Buy
2023
Q2
$719K Buy
2023
Q1
$575K Buy
2022
Q4
$458K Buy
2022
Q3
$344K Buy
2022
Q2
$247K Buy
2022
Q1
$210K Sell
2021
Q4
$258K Buy