JD Financial Services’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
2021
Q4
Sell
-6,253
Closed -$244K 40
2021
Q3
$244K Sell
6,253
-752
-11% -$29.3K 0.22% 30
2021
Q2
$277K Sell
7,005
-18,221
-72% -$721K 0.26% 29
2021
Q1
$956K Buy
25,226
+4,188
+20% +$159K 1.21% 16
2020
Q4
$723K Buy
+21,038
New +$723K 0.79% 13