Penobscot Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Buy |
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|
2025
Q1 | $6.01M | Buy |
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|
2024
Q4 | $5.22M | Buy |
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|
2024
Q3 | $5.19M | Buy |
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|
2024
Q2 | $4.51M | Buy |
|
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|
2024
Q1 | $4.27M | Sell |
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|
2023
Q4 | $6.04M | Sell |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $5.6M | Buy |
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|
2023
Q1 | $5.21M | Buy |
|
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $3.96M | Buy |
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|
2022
Q1 | $4.3M | Buy |
|