MWM
Marion Wealth Management’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 | $251K | Sell |
4,794
-26,373
| -85% | -$1.38M | 0.06% | 120 |
|
|
2025
Q1 | $1.59M | Buy |
31,167
+17
| +0.1% | +$868 | 0.43% | 57 |
|
|
2024
Q4 | $1.59M | Buy |
31,150
+32
| +0.1% | +$1.64K | 0.42% | 53 |
|
|
2024
Q3 | $1.64M | Buy |
31,118
+9,154
| +42% | +$484K | 0.44% | 52 |
|
|
2024
Q2 | $1.07M | Buy |
21,964
+8,825
| +67% | +$430K | 0.31% | 67 |
|
|
2024
Q1 | $658K | Buy |
13,139
+8,493
| +183% | +$425K | 0.2% | 82 |
|
|
2023
Q4 | $217K | Sell |
4,646
-279
| -6% | -$13K | 0.07% | 114 |
|
|
2023
Q3 | $203K | Buy |
4,925
+23
| +0.5% | +$949 | 0.07% | 107 |
|
|
2023
Q2 | $212K | Buy |
+4,902
| New | +$212K | 0.08% | 105 |
|