Optivise Advisory Services’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
2025 Q2	$1.21M	Sell	23,114 -693	-3%	-$36.3K	0.62%	43
2025 Q1	$1.22M	Sell	23,807 -3,891	-14%	-$199K	0.68%	36
2024 Q4	$1.42M	Sell	27,698 -3,001	-10%	-$153K	0.76%	34
2024 Q3	$1.62M	Sell	30,699 -1,016	-3%	-$53.7K	0.85%	30
2024 Q2	$1.55M	Buy	+31,715	New	+$1.55M	0.83%	31