NRI
NFP Retirement Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,778
| Closed | -$250K | – | 233 |
|
|
2022
Q2 | $250K | Buy |
6,778
+1,690
| +33% | +$62.2K | 0.06% | 198 |
|
|
2022
Q1 | $212K | Buy |
+5,088
| New | +$212K | 0.05% | 206 |
|
|
2021
Q3 | – | Sell |
-5,424
| Closed | -$214K | – | 143 |
|
|
2021
Q2 | $214K | Buy |
+5,424
| New | +$214K | 0.08% | 126 |
|
|
2020
Q1 | – | Sell |
-14,905
| Closed | -$519K | – | 88 |
|
|
2019
Q4 | $519K | Buy |
+14,905
| New | +$519K | 0.48% | 45 |
|