Nikulski Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,726
| Closed | -$473K | – | 109 |
|
|
2019
Q4 | $473K | Sell |
13,726
-1,520
| -10% | -$52.4K | 0.34% | 52 |
|
|
2019
Q3 | $486K | Sell |
15,246
-167
| -1% | -$5.32K | 0.4% | 53 |
|
|
2019
Q2 | $488K | Sell |
15,413
-311
| -2% | -$9.85K | 0.41% | 52 |
|
|
2019
Q1 | $476K | Buy |
15,724
+3,309
| +27% | +$100K | 0.46% | 47 |
|
|
2018
Q4 | $337K | Buy |
12,415
+86
| +0.7% | +$2.33K | 0.35% | 50 |
|
|
2018
Q3 | $363K | Buy |
+12,329
| New | +$363K | 0.34% | 50 |
|