Sequent Planning’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$960K	Buy	18,340 +2,322	+14%	+$122K	0.3%	52
2025 Q1	$818K	Buy	16,018 +456	+3%	+$23.3K	0.29%	57
2024 Q4	$796K	Sell	15,562 -17	-0.1%	-$869	0.29%	65
2024 Q3	$824K	Buy	+15,579	New	+$824K	0.28%	62