Halpern Financial’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
Q3 | $200K | Hold |
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|
2024
Q2 | $185K | Buy |
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|
2024
Q1 | $91.3K | Hold |
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|
2023
Q4 | $86.1K | Hold |
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|
2023
Q3 | $76.3K | Sell |
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|
2023
Q2 | $82.9K | Hold |
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|
2023
Q1 | $78.2K | Hold |
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|
2022
Q4 | $74.7K | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $81.1K | Buy |
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|
2022
Q1 | $44.5K | Hold |
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|
2021
Q4 | $44.8K | Hold |
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|
2021
Q3 | $41.6K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $124K | Buy |
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