Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-320
| Closed | -$8K | – | 899 |
|
|
2016
Q3 | $8K | Hold |
320
| – | – | ﹤0.01% | 815 |
|
|
2016
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 825 |
|
|
2016
Q1 | $8K | Hold |
320
| – | – | ﹤0.01% | 760 |
|
|
2015
Q4 | $8K | Hold |
320
| – | – | ﹤0.01% | 835 |
|
|
2015
Q3 | $7K | Hold |
320
| – | – | ﹤0.01% | 869 |
|
|
2015
Q2 | $8K | Hold |
320
| – | – | ﹤0.01% | 852 |
|
|
2015
Q1 | $8K | Buy |
+320
| New | +$8K | ﹤0.01% | 822 |
|