PWM
Paulson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,630
| Closed | -$341K | – | 94 |
|
|
2019
Q4 | $341K | Sell |
9,630
-204
| -2% | -$7.22K | 0.24% | 74 |
|
|
2019
Q3 | $314K | Buy |
9,834
+91
| +0.9% | +$2.91K | 0.24% | 78 |
|
|
2019
Q2 | $311K | Sell |
9,743
-5,293
| -35% | -$169K | 0.23% | 81 |
|
|
2019
Q1 | $455K | Sell |
15,036
-33,564
| -69% | -$1.02M | 0.35% | 61 |
|
|
2018
Q4 | $1.39M | Sell |
48,600
-541
| -1% | -$15.5K | 1.15% | 18 |
|
|
2018
Q3 | $1.46M | Buy |
49,141
+439
| +0.9% | +$13K | 1.31% | 15 |
|
|
2018
Q2 | $1.44M | Sell |
48,702
-305
| -0.6% | -$9.04K | 1.43% | 17 |
|
|
2018
Q1 | $1.44M | Sell |
49,007
-51
| -0.1% | -$1.5K | 1.43% | 18 |
|
|
2017
Q4 | $1.51M | Buy |
+49,058
| New | +$1.51M | 1.32% | 18 |
|