Stone House Investment Management’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 | $3.15K | Hold |
60
| – | – | ﹤0.01% | 379 |
|
|
2025
Q1 | $3.07K | Buy |
+60
| New | +$3.07K | ﹤0.01% | 358 |
|
|
2024
Q4 | – | Sell |
-60
| Closed | -$3.18K | – | 304 |
|
|
2024
Q3 | $3.18K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $2.93K | Hold |
60
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $3.01K | Hold |
60
| – | – | ﹤0.01% | 318 |
|
|
2023
Q4 | $2.8K | Hold |
60
| – | – | ﹤0.01% | 247 |
|
|
2023
Q3 | $2.47K | Hold |
60
| – | – | ﹤0.01% | 249 |
|
|
2023
Q2 | $2.57K | Buy |
60
+1
| +2% | +$43 | ﹤0.01% | 249 |
|
|
2023
Q1 | $2.41K | Buy |
+59
| New | +$2.41K | ﹤0.01% | 239 |
|
|
2019
Q2 | – | Sell |
-1,512
| Closed | -$46K | – | 177 |
|
|
2019
Q1 | $46K | Sell |
1,512
-6,412
| -81% | -$195K | 0.02% | 96 |
|
|
2018
Q4 | $215K | Buy |
7,924
+217
| +3% | +$5.89K | 0.14% | 49 |
|
|
2018
Q3 | $240K | Buy |
+7,707
| New | +$240K | 0.14% | 47 |
|