Pathstone Family Office’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
2023
Q3
$581K Buy
14,080
+8,269
+142% +$341K ﹤0.01% 963
2023
Q2
$251K Hold
5,811
﹤0.01% 1043
2023
Q1
$237K Buy
+5,811
New +$237K ﹤0.01% 1017