Householder Group Estate & Retirement Specialist’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
Q4 | $101K | Sell |
1,994
-27,511
| -93% | -$1.39M | 0.08% | 151 |
|
|
2024
Q3 | $1.56M | Buy |
29,505
+2,243
| +8% | +$119K | 0.45% | 42 |
|
|
2024
Q2 | $1.33M | Buy |
27,262
+3,683
| +16% | +$179K | 0.37% | 50 |
|
|
2024
Q1 | $1.18M | Buy |
23,579
+3,069
| +15% | +$154K | 0.35% | 59 |
|
|
2023
Q4 | $956K | Sell |
20,510
-1,650
| -7% | -$76.9K | 0.31% | 65 |
|
|
2023
Q3 | $914K | Buy |
+22,160
| New | +$914K | 0.33% | 65 |
|
|
2023
Q1 | $336K | Buy |
+8,240
| New | +$336K | 0.13% | 154 |
|
|
2022
Q4 | – | Sell |
-4,518
| Closed | -$155K | – | 1034 |
|
|
2022
Q3 | $155K | Sell |
4,518
-961
| -18% | -$33K | 0.06% | 205 |
|
|
2022
Q2 | $202K | Sell |
5,479
-29,442
| -84% | -$1.09M | 0.09% | 188 |
|
|
2022
Q1 | $1.46M | Buy |
+34,921
| New | +$1.46M | 0.59% | 41 |
|