Grand Wealth Management’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
Q2
Sell
-841
Closed -$42.1K 70
2024
Q1
$42.1K Hold
841
0.02% 59
2023
Q4
$39.2K Hold
841
0.02% 61
2023
Q3
$34.7K Sell
841
-1
-0.1% -$41 0.02% 56
2023
Q2
$36.4K Buy
+842
New +$36.4K 0.02% 53