Stonehearth Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,200
| Closed | -$531K | – | 61 |
|
|
2019
Q4 | $531K | Hold |
15,200
| – | – | 0.35% | 35 |
|
|
2019
Q3 | $486K | Sell |
15,200
-99
| -0.6% | -$3.17K | 0.35% | 36 |
|
|
2019
Q2 | $479K | Sell |
15,299
-196
| -1% | -$6.14K | 0.35% | 32 |
|
|
2019
Q1 | $469K | Hold |
15,495
| – | – | 0.36% | 31 |
|
|
2018
Q4 | $421K | Buy |
+15,495
| New | +$421K | 0.36% | 29 |
|