Retirement Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $730K | Buy |
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2023
Q4 | $402K | Buy |
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2023
Q3 | $300K | Buy |
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2023
Q2 | $71.3K | Buy |
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2023
Q1 | $43K | Buy |
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2022
Q4 | $3K | Buy |
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2022
Q3 | – | Sell |
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2022
Q2 | $3K | Hold |
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2022
Q1 | $3K | Hold |
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2021
Q4 | $3K | Hold |
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2021
Q3 | $3K | Hold |
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2021
Q2 | $3K | Hold |
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2021
Q1 | $3K | Buy |
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