LifePlan Financial Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $191K | Sell |
6,333
-1,243
| -16% | -$37.5K | 0.08% | 136 |
|
|
2020
Q2 | $220K | Hold |
7,576
| – | – | 0.1% | 114 |
|
|
2020
Q1 | $196K | Hold |
7,576
| – | – | 0.11% | 117 |
|
|
2019
Q4 | $264K | Hold |
7,576
| – | – | 0.12% | 115 |
|
|
2019
Q3 | $242K | Hold |
7,576
| – | – | 0.11% | 120 |
|
|
2019
Q2 | $237K | Sell |
7,576
-548
| -7% | -$17.1K | 0.11% | 118 |
|
|
2019
Q1 | $246K | Buy |
8,124
+962
| +13% | +$29.1K | 0.13% | 112 |
|
|
2018
Q4 | $195K | Buy |
7,162
+1,989
| +38% | +$54.2K | 0.12% | 121 |
|
|
2018
Q3 | $161K | Buy |
5,173
+707
| +16% | +$22K | 0.09% | 143 |
|
|
2018
Q2 | $132K | Buy |
4,466
+1,296
| +41% | +$38.3K | 0.07% | 153 |
|
|
2018
Q1 | $93K | Buy |
+3,170
| New | +$93K | 0.05% | 174 |
|