Kaizen Financial Strategies’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $259K | Buy |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $256K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $995K | Buy |
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|
2021
Q3 | $328K | Buy |
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