MGW
MB Generational Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,227
| Closed | -$329K | – | 58 |
|
|
2024
Q3 | $329K | Hold |
6,227
| – | – | 0.24% | 39 |
|
|
2024
Q2 | $304K | Sell |
6,227
-2,413
| -28% | -$118K | 0.24% | 37 |
|
|
2024
Q1 | $327K | Buy |
8,640
+2,209
| +34% | +$83.6K | 0.26% | 35 |
|
|
2023
Q4 | $300K | Buy |
+6,431
| New | +$300K | 0.28% | 36 |
|