PRWA
Platte River Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.02M | Hold |
38,281
| – | – | 0.54% | 34 |
|
|
2024
Q2 | $1.87M | Buy |
38,281
+305
| +0.8% | +$14.9K | 0.52% | 35 |
|
|
2024
Q1 | $1.9M | Sell |
37,976
-465
| -1% | -$23.3K | 0.54% | 36 |
|
|
2023
Q4 | $1.79M | Buy |
38,441
+27,510
| +252% | +$1.28M | 0.59% | 35 |
|
|
2023
Q3 | $451K | Hold |
10,931
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $472K | Hold |
10,931
| – | – | 0.17% | 66 |
|
|
2023
Q1 | $445K | Hold |
10,931
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $425K | Sell |
10,931
-25,274
| -70% | -$983K | 0.18% | 64 |
|
|
2022
Q3 | $1.25M | Hold |
36,205
| – | – | 0.56% | 36 |
|
|
2022
Q2 | $1.33M | Buy |
+36,205
| New | +$1.33M | 0.58% | 33 |
|