TFA
Teamwork Financial 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 |
-6,821
| Closed | -$278K | – | 207 |
|
|
2023
Q1 | $278K | Sell |
6,821
-54,997
| -89% | -$2.24M | 0.05% | 160 |
|
|
2022
Q4 | $2.4M | Buy |
61,818
+5,955
| +11% | +$232K | 0.48% | 35 |
|
|
2022
Q3 | $1.93M | Buy |
55,863
+14,345
| +35% | +$495K | 0.42% | 40 |
|
|
2022
Q2 | $1.53M | Buy |
41,518
+8,043
| +24% | +$296K | 0.33% | 61 |
|
|
2022
Q1 | $1.4M | Buy |
33,475
+9,768
| +41% | +$408K | 0.26% | 73 |
|
|
2021
Q4 | $996K | Buy |
23,707
+2,857
| +14% | +$120K | 0.18% | 124 |
|
|
2021
Q3 | $813K | Buy |
20,850
+14,760
| +242% | +$576K | 0.16% | 113 |
|
|
2021
Q2 | $241K | Buy |
+6,090
| New | +$241K | 0.05% | 220 |
|