Helen Stephens Group’s 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
Q2 | – | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $327K | Sell |
|
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|
2023
Q2 | $343K | Sell |
|
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|
2023
Q1 | $334K | Buy |
|
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $491K | Sell |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $436K | Buy |
|