IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Buy |
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|
2025
Q1 | $4.07M | Sell |
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|
2024
Q4 | $4.18M | Sell |
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|
2024
Q3 | $4.52M | Buy |
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|
2024
Q2 | $4.16M | Buy |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $4.08M | Buy |
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|
2023
Q3 | $3.17M | Sell |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.29M | Sell |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $2.28M | Sell |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $2.18M | Sell |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $2.34M | Sell |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $1.97M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2.14M | Sell |
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|
2019
Q4 | $4.41M | Buy |
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