Kalos Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $41.6K | Hold |
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|
2023
Q1 | $39.2K | Hold |
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|
2022
Q4 | $37.4K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $469K | Buy |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $559K | Sell |
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|
2021
Q1 | $605K | Buy |
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|
2020
Q4 | $531K | Sell |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $1.8M | Buy |
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|
2019
Q3 | $1.6M | Buy |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $272K | Sell |
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|
2018
Q4 | $306K | Buy |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $407K | Buy |
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|
2017
Q4 | $358K | Buy |
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|
2017
Q3 | $337K | Sell |
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|
2017
Q2 | $347K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $375K | Sell |
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|
2016
Q2 | $406K | Sell |
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|
2016
Q1 | $595K | Hold |
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|
2015
Q4 | $595K | Buy |
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