HWA
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HCR Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

HCR Wealth Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-400
Closed -$10K – 262
2020
Q1 		$10K Hold
400
– – ﹤0.01% 211
2019
Q4 		$14K Buy
+400
New +$14K ﹤0.01% 204