Golden State Equity Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$52	–	818
2024 Q3	$52	Buy	+1	New	+$52	﹤0.01%	808
2023 Q4	$214K	Buy	+4,591	New	+$214K	0.05%	334
2023 Q3	–	Sell	-4,995	Closed	-$216K	–	352
2023 Q2	$216K	Buy	+4,995	New	+$216K	0.06%	335