Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-817
Closed -$31.8K 611
2022
Q4
$31.8K Hold
817
﹤0.01% 440
2022
Q3
$28K Hold
817
﹤0.01% 471
2022
Q2
$30K Buy
817
+33
+4% +$1.21K ﹤0.01% 477
2022
Q1
$33K Buy
+784
New +$33K ﹤0.01% 478