Reilly Financial Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $593K | Sell |
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2021
Q3 | $605K | Sell |
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2021
Q2 | $653K | Sell |
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2021
Q1 | $655K | Sell |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $640K | Sell |
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|
2020
Q2 | $756K | Sell |
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|
2020
Q1 | $782K | Sell |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $991K | Buy |
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|
2018
Q4 | $772K | Buy |
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|
2018
Q3 | $851K | Sell |
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|
2018
Q2 | $847K | Sell |
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|
2018
Q1 | $843K | Buy |
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|
2017
Q4 | $708K | Buy |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $11K | Buy |
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