Horizon Wealth Management’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
2024 Q3	–	Sell	-7,559	Closed	-$368K	–	91
2024 Q2	$368K	Sell	7,559 -417,903	-98%	-$20.4M	0.09%	51
2024 Q1	$21.3M	Buy	425,462 +69,723	+20%	+$3.49M	5.56%	6
2023 Q4	$16.6M	Buy	+355,739	New	+$16.6M	4.61%	8