JAWM
J. Arnold Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-519
| Closed | -$20.2K | – | 79 |
|
|
2022
Q4 | $20.2K | Buy |
+519
| New | +$20.2K | 0.01% | 69 |
|
|
2021
Q3 | – | Sell |
-687
| Closed | -$27K | – | 104 |
|
|
2021
Q2 | $27K | Buy |
687
+4
| +0.6% | +$157 | 0.01% | 75 |
|
|
2021
Q1 | $26K | Buy |
683
+4
| +0.6% | +$152 | 0.01% | 67 |
|
|
2020
Q4 | $23K | Buy |
679
+4
| +0.6% | +$135 | 0.01% | 65 |
|
|
2020
Q3 | $20K | Buy |
675
+5
| +0.7% | +$148 | 0.01% | 53 |
|
|
2020
Q2 | $19K | Buy |
670
+5
| +0.8% | +$142 | 0.02% | 57 |
|
|
2020
Q1 | $17K | Sell |
665
-805
| -55% | -$20.6K | 0.05% | 25 |
|
|
2019
Q4 | $51K | Buy |
+1,470
| New | +$51K | 0.07% | 69 |
|