GWMR
GC Wealth Management RIA’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 | $353K | Hold |
6,753
| – | – | 0.03% | 400 |
|
|
2025
Q1 | $345K | Hold |
6,753
| – | – | 0.06% | 229 |
|
|
2024
Q4 | $345K | Hold |
6,753
| – | – | 0.06% | 222 |
|
|
2024
Q3 | $357K | Hold |
6,753
| – | – | 0.06% | 234 |
|
|
2024
Q2 | $329K | Hold |
6,753
| – | – | 0.07% | 218 |
|
|
2024
Q1 | $338K | Hold |
6,753
| – | – | 0.07% | 207 |
|
|
2023
Q4 | $315K | Buy |
+6,753
| New | +$315K | 0.14% | 154 |
|