RWMH
Riverpoint Wealth Management 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 | $1.53M | Sell |
29,266
-473
| -2% | -$24.8K | 0.36% | 25 |
|
|
2025
Q1 | $1.52M | Sell |
29,739
-3,141
| -10% | -$160K | 0.39% | 22 |
|
|
2024
Q4 | $1.68M | Buy |
32,880
+187
| +0.6% | +$9.56K | 0.44% | 22 |
|
|
2024
Q3 | $1.73M | Sell |
32,693
-2,676
| -8% | -$141K | 0.44% | 22 |
|
|
2024
Q2 | $1.72M | Sell |
35,369
-16,900
| -32% | -$824K | 0.48% | 21 |
|
|
2024
Q1 | $2.62M | Sell |
52,269
-104
| -0.2% | -$5.21K | 0.73% | 17 |
|
|
2023
Q4 | $2.44M | Buy |
52,373
+217
| +0.4% | +$10.1K | 0.72% | 18 |
|
|
2023
Q3 | $2.15M | Buy |
52,156
+206
| +0.4% | +$8.5K | 0.71% | 17 |
|
|
2023
Q2 | $2.24M | Sell |
51,950
-558
| -1% | -$24.1K | 0.71% | 17 |
|
|
2023
Q1 | $2.14M | Buy |
52,508
+1,770
| +3% | +$72.1K | 0.74% | 15 |
|
|
2022
Q4 | $1.97M | Buy |
50,738
+197
| +0.4% | +$7.66K | 0.73% | 15 |
|
|
2022
Q3 | $1.74M | Sell |
50,541
-501
| -1% | -$17.3K | 0.74% | 16 |
|
|
2022
Q2 | $1.88M | Sell |
51,042
-1,681
| -3% | -$61.9K | 0.76% | 16 |
|
|
2022
Q1 | $2.2M | Buy |
52,723
+165
| +0.3% | +$6.89K | 0.76% | 16 |
|
|
2021
Q4 | $2.21M | Sell |
52,558
-8,069
| -13% | -$339K | 0.75% | 16 |
|
|
2021
Q3 | $2.36M | Sell |
60,627
-98,221
| -62% | -$3.83M | 0.83% | 16 |
|
|
2021
Q2 | $6.28M | Buy |
158,848
+5,574
| +4% | +$220K | 1.74% | 15 |
|
|
2021
Q1 | $5.81M | Buy |
153,274
+44,188
| +41% | +$1.67M | 1.76% | 15 |
|
|
2020
Q4 | $3.75M | Buy |
109,086
+691
| +0.6% | +$23.8K | 1.19% | 17 |
|
|
2020
Q3 | $3.27M | Sell |
108,395
-2,478
| -2% | -$74.8K | 1.19% | 17 |
|
|
2020
Q2 | $3.21M | Buy |
110,873
+1,334
| +1% | +$38.7K | 1.25% | 17 |
|
|
2020
Q1 | $2.83M | Buy |
109,539
+17,256
| +19% | +$446K | 1.38% | 16 |
|
|
2019
Q4 | $3.22M | Buy |
+92,283
| New | +$3.22M | 1.28% | 16 |
|