PWH
Priebe Wealth Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
30,077
-48,261
| -62% | -$2.53M | 1.36% | 17 |
|
|
2025
Q1 | $4M | Sell |
78,338
-2,268
| -3% | -$116K | 2.5% | 8 |
|
|
2024
Q4 | $4.12M | Buy |
80,606
+1,781
| +2% | +$91.1K | 2.79% | 7 |
|
|
2024
Q3 | $4.17M | Sell |
78,825
-1,722
| -2% | -$91K | 3.04% | 8 |
|
|
2024
Q2 | $3.93M | Buy |
80,547
+2,956
| +4% | +$144K | 3.11% | 8 |
|
|
2024
Q1 | $3.89M | Buy |
77,591
+936
| +1% | +$46.9K | 3.03% | 9 |
|
|
2023
Q4 | $3.57M | Buy |
+76,655
| New | +$3.57M | 2.93% | 9 |
|