TrinityPoint Wealth’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$664K Buy
2024
Q3
$576K Buy
2024
Q2
$480K Buy
2024
Q1
$457K Buy
2023
Q4
$349K Sell
2023
Q3
$352K Buy