Impact Partnership Wealth’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
Q2
Sell
-326
Closed -$16.4K 631
2024
Q1
$16.4K Buy
326
+1
+0.3% +$50 0.01% 405
2023
Q4
$15.1K Sell
325
-524
-62% -$24.4K 0.01% 444
2023
Q3
$35K Sell
849
-3,018
-78% -$125K 0.01% 439
2023
Q2
$167K Buy
+3,867
New +$167K 0.06% 154