Perigon 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
Q3 | $3.57M | Sell |
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|
2025
Q2 | $3.42M | Sell |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.45M | Buy |
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|
2023
Q4 | $2.47M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $861K | Buy |
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|
2022
Q4 | $822K | Buy |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $578K | Sell |
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|
2022
Q1 | $753K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $695K | Buy |
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|
2021
Q2 | $704K | Buy |
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|
2021
Q1 | $675K | Buy |
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|
2020
Q4 | $581K | Buy |
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|
2020
Q3 | $413K | Buy |
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