Invera Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,862
| Closed | -$256K | – | 46 |
|
|
2024
Q4 | $256K | Sell |
4,862
-106
| -2% | -$5.58K | 0.25% | 42 |
|
|
2024
Q3 | $267K | Sell |
4,968
-2,231
| -31% | -$120K | 0.27% | 42 |
|
|
2024
Q2 | $357K | Sell |
7,199
-261
| -3% | -$12.9K | 0.37% | 39 |
|
|
2024
Q1 | $354K | Sell |
7,460
-274
| -4% | -$13K | 0.3% | 56 |
|
|
2023
Q4 | $361K | Buy |
+7,734
| New | +$361K | 0.23% | 82 |
|