SDAM
Shulman DeMeo Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,466
| Closed | -$272K | – | 151 |
|
|
2021
Q4 | $272K | Buy |
+6,466
| New | +$272K | 0.07% | 119 |
|
|
2021
Q3 | – | Sell |
-6,413
| Closed | -$254K | – | 129 |
|
|
2021
Q2 | $254K | Buy |
6,413
+25
| +0.4% | +$990 | 0.1% | 52 |
|
|
2021
Q1 | $242K | Sell |
6,388
-11
| -0.2% | -$417 | 0.07% | 116 |
|
|
2020
Q4 | $220K | Buy |
+6,399
| New | +$220K | 0.06% | 124 |
|
|
2020
Q1 | – | Sell |
-6,317
| Closed | -$221K | – | 125 |
|
|
2019
Q4 | $221K | Buy |
6,317
+28
| +0.4% | +$980 | 0.08% | 121 |
|
|
2019
Q3 | $201K | Buy |
+6,289
| New | +$201K | 0.07% | 125 |
|