HLOC
H.L. Ormond & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $962K | Sell |
27,897
-31
| -0.1% | -$1.07K | 1.54% | 16 |
|
|
2022
Q2 | $1.03M | Buy |
27,928
+2,950
| +12% | +$109K | 1.66% | 11 |
|
|
2022
Q1 | $1.04M | Sell |
24,978
-76
| -0.3% | -$3.17K | 1.27% | 27 |
|
|
2021
Q4 | $1.05M | Buy |
+25,054
| New | +$1.05M | 1.23% | 28 |
|