RCA
Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.36M | Buy |
39,533
+1,434
| +4% | +$49.3K | 0.43% | 49 |
|
|
2020
Q3 | $1.15M | Hold |
38,099
| – | – | 0.45% | 54 |
|
|
2020
Q2 | $1.1M | Buy |
38,099
+5,084
| +15% | +$147K | 0.47% | 44 |
|
|
2020
Q1 | $853K | Hold |
33,015
| – | – | 0.43% | 52 |
|
|
2019
Q4 | $1.15M | Sell |
33,015
-339
| -1% | -$11.8K | 0.4% | 47 |
|
|
2019
Q3 | $1.07M | Buy |
+33,354
| New | +$1.07M | 0.37% | 59 |
|