Surevest’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
Q2
Sell
-9,944
Closed -$257K 98
2020
Q1
$257K Buy
9,944
+47
+0.5% +$1.22K 0.14% 88
2019
Q4
$346K Buy
+9,897
New +$346K 0.15% 115