HGWM
Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $13.7M | Buy |
335,368
+956
| +0.3% | +$38.9K | 8.49% | 1 |
|
|
2022
Q4 | $13M | Sell |
334,412
-3,247
| -1% | -$126K | 8.54% | 2 |
|
|
2022
Q3 | $12.3M | Buy |
337,659
+9,008
| +3% | +$329K | 8.21% | 2 |
|
|
2022
Q2 | $12.7M | Sell |
328,651
-16,972
| -5% | -$657K | 7.84% | 2 |
|
|
2022
Q1 | $14.4M | Buy |
+345,623
| New | +$14.4M | 8.21% | 2 |
|