Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.26M | Buy |
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|
2022
Q3 | $4.08M | Buy |
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|
2022
Q2 | $3.7M | Sell |
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|
2022
Q1 | $5.11M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $645K | Buy |
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|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $673K | Sell |
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|
2020
Q1 | $850K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $457K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $248K | Buy |
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