TWA
TCI Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-349
| Closed | -$14.2K | – | 1971 |
|
|
2023
Q1 | $14.2K | Hold |
349
| – | – | ﹤0.01% | 882 |
|
|
2022
Q4 | $13.6K | Hold |
349
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $12K | Buy |
+349
| New | +$12K | ﹤0.01% | 926 |
|
|
2020
Q1 | – | Sell |
-367
| Closed | -$13K | – | 1733 |
|
|
2019
Q4 | $13K | Buy |
367
+309
| +533% | +$10.9K | 0.01% | 654 |
|
|
2019
Q3 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1137 |
|
|
2019
Q1 | – | Sell |
-5,259
| Closed | -$143K | – | 1534 |
|
|
2018
Q4 | $143K | Buy |
5,259
+5,183
| +6,820% | +$141K | 0.07% | 169 |
|
|
2018
Q3 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1072 |
|