Peterson Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $607K | Buy |
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|
2023
Q4 | $562K | Sell |
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|
2023
Q3 | $634K | Buy |
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|
2023
Q2 | $660K | Buy |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $974K | Buy |
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|
2022
Q3 | $838K | Sell |
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|
2022
Q2 | $1.78M | Hold |
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|
2022
Q1 | $2.02M | Sell |
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|
2021
Q4 | $2.59M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.58M | Buy |
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