Morgan Dempsey Capital Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,534
| Closed | -$293K | – | 127 |
|
|
2022
Q4 | $293K | Buy |
7,534
+3,383
| +81% | +$132K | 0.08% | 43 |
|
|
2022
Q3 | $143K | Buy |
4,151
+1,500
| +57% | +$51.7K | 0.05% | 50 |
|
|
2022
Q2 | $98K | Buy |
+2,651
| New | +$98K | 0.03% | 55 |
|
|
2022
Q1 | – | Sell |
-41,801
| Closed | -$1.76M | – | 80 |
|
|
2021
Q4 | $1.76M | Buy |
+41,801
| New | +$1.76M | 0.55% | 38 |
|