Toth Financial Advisory’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
Q1 | – | Sell |
-27
| Closed | -$1.37K | – | 750 |
|
|
2024
Q4 | $1.37K | Hold |
27
| – | – | ﹤0.01% | 625 |
|
|
2024
Q3 | $1.42K | Hold |
27
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $1.31K | Sell |
27
-13
| -33% | -$629 | ﹤0.01% | 667 |
|
|
2024
Q1 | $2K | Sell |
40
-16
| -29% | -$798 | ﹤0.01% | 604 |
|
|
2023
Q4 | $2.6K | Hold |
56
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $2.29K | Buy |
56
+1
| +2% | +$41 | ﹤0.01% | 612 |
|
|
2023
Q2 | $2.39K | Hold |
55
| – | – | ﹤0.01% | 617 |
|
|
2023
Q1 | $2.24K | Buy |
+55
| New | +$2.24K | ﹤0.01% | 634 |
|