JAG
Journey Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,438
| Closed | -$228K | – | 224 |
|
|
2021
Q4 | $228K | Sell |
5,438
-129
| -2% | -$5.41K | 0.06% | 193 |
|
|
2021
Q3 | $217K | Sell |
5,567
-4,302
| -44% | -$168K | 0.07% | 188 |
|
|
2021
Q2 | $390K | Sell |
9,869
-300
| -3% | -$11.9K | 0.12% | 143 |
|
|
2021
Q1 | $385K | Buy |
10,169
+377
| +4% | +$14.3K | 0.13% | 128 |
|
|
2020
Q4 | $337K | Buy |
+9,792
| New | +$337K | 0.13% | 132 |
|