MSH Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,336
| Closed | -$211K | – | 234 |
|
|
2024
Q2 | $211K | Sell |
4,336
-411
| -9% | -$20K | 0.07% | 212 |
|
|
2024
Q1 | $238K | Hold |
4,747
| – | – | 0.08% | 190 |
|
|
2023
Q4 | $221K | Sell |
4,747
-119
| -2% | -$5.55K | 0.08% | 191 |
|
|
2023
Q3 | $201K | Buy |
4,866
+22
| +0.5% | +$908 | 0.08% | 206 |
|
|
2023
Q2 | $209K | Buy |
+4,844
| New | +$209K | 0.08% | 203 |
|