Peterson Wealth Management’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 | – | Sell |
-36,283
| Closed | -$1.57M | – | 67 |
|
|
2023
Q2 | $1.57M | Sell |
36,283
-13,832
| -28% | -$598K | 1.24% | 21 |
|
|
2023
Q1 | $2.04M | Sell |
50,115
-420
| -0.8% | -$17.1K | 1.95% | 14 |
|
|
2022
Q4 | $1.97M | Buy |
50,535
+494
| +1% | +$19.2K | 2% | 13 |
|
|
2022
Q3 | $1.73M | Buy |
50,041
+4,235
| +9% | +$146K | 1.61% | 18 |
|
|
2022
Q2 | $1.69M | Sell |
45,806
-3,287
| -7% | -$121K | 2.18% | 13 |
|
|
2022
Q1 | $2.05M | Buy |
49,093
+1,657
| +3% | +$69.2K | 1.38% | 22 |
|
|
2021
Q4 | $1.99M | Buy |
47,436
+2,886
| +6% | +$121K | 1.33% | 28 |
|
|
2021
Q3 | $1.74M | Sell |
44,550
-359
| -0.8% | -$14K | 1.35% | 27 |
|
|
2021
Q2 | $1.78M | Buy |
+44,909
| New | +$1.78M | 1.39% | 23 |
|