Northwest Financial 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 Q4	–	Sell	-85	Closed	-$4.49K	–	484
2024 Q3	$4.49K	Buy	+85	New	+$4.49K	﹤0.01%	448
2024 Q1	–	Sell	-11,649	Closed	-$543K	–	467
2023 Q4	$543K	Buy	+11,649	New	+$543K	0.46%	41