PSIWM
Paradigm Strategies in Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,000
| Closed | -$211K | – | 55 |
|
|
2024
Q3 | $211K | Buy |
+4,000
| New | +$211K | 0.13% | 50 |
|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$200K | – | 51 |
|
|
2024
Q1 | $200K | Buy |
+4,000
| New | +$200K | 0.12% | 49 |
|
|
2021
Q3 | – | Sell |
-4,000
| Closed | -$158K | – | 206 |
|
|
2021
Q2 | $158K | Hold |
4,000
| – | – | 0.14% | 52 |
|
|
2021
Q1 | $152K | Buy |
+4,000
| New | +$152K | 0.15% | 53 |
|