MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-124,307
| Closed | -$6.57M | – | 228 |
|
|
2024
Q3 | $6.57M | Sell |
124,307
-5,514
| -4% | -$291K | 0.27% | 39 |
|
|
2024
Q2 | $6.33M | Sell |
129,821
-2,328
| -2% | -$113K | 0.28% | 37 |
|
|
2024
Q1 | $6.62M | Sell |
132,149
-2,733
| -2% | -$137K | 0.3% | 36 |
|
|
2023
Q4 | $6.29M | Buy |
+134,882
| New | +$6.29M | 0.31% | 39 |
|