Heritage Wealth Management (Arizona)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $59.5K | Buy |
1,530
+765
| +100% | +$29.8K | 0.01% | 476 |
|
|
2022
Q3 | $26K | Sell |
765
-104
| -12% | -$3.54K | 0.01% | 489 |
|
|
2022
Q2 | $32K | Sell |
869
-27
| -3% | -$994 | 0.01% | 481 |
|
|
2022
Q1 | $37K | Buy |
+896
| New | +$37K | 0.01% | 513 |
|
|
2021
Q3 | $47K | Sell |
1,215
-500
| -29% | -$19.3K | 0.02% | 453 |
|
|
2021
Q2 | $68K | Sell |
1,715
-26
| -1% | -$1.03K | 0.03% | 408 |
|
|
2021
Q1 | $66K | Buy |
+1,741
| New | +$66K | 0.04% | 323 |
|