LFA
Lighthouse Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.99M | Sell |
131,743
-230
| -0.2% | -$8.72K | 1.51% | 10 |
|
|
2020
Q4 | $4.54M | Sell |
131,973
-78
| -0.1% | -$2.68K | 1.54% | 10 |
|
|
2020
Q3 | $3.99M | Buy |
132,051
+1,246
| +1% | +$37.6K | 1.52% | 9 |
|
|
2020
Q2 | $3.76M | Buy |
130,805
+3,349
| +3% | +$96.4K | 1.59% | 9 |
|
|
2020
Q1 | $3.29M | Buy |
127,456
+5,104
| +4% | +$132K | 2.01% | 8 |
|
|
2019
Q4 | $4.27M | Buy |
+122,352
| New | +$4.27M | 2.01% | 7 |
|