LWA
Lantern Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Buy |
+14,465
| New | +$757K | 0.45% | 62 |
|
|
2024
Q4 | $386K | Sell |
7,552
-82
| -1% | -$4.19K | 0.25% | 85 |
|
|
2024
Q3 | $404K | Buy |
7,634
+370
| +5% | +$19.6K | 0.28% | 83 |
|
|
2024
Q2 | $354K | Buy |
7,264
+861
| +13% | +$42K | 0.26% | 85 |
|
|
2024
Q1 | $321K | Buy |
+6,403
| New | +$321K | 0.23% | 97 |
|