TW
TrinityPoint Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $664K | Buy |
12,978
+2,080
| +19% | +$106K | 0.09% | 200 |
|
|
2024
Q3 | $576K | Buy |
10,898
+1,058
| +11% | +$55.9K | 0.08% | 209 |
|
|
2024
Q2 | $480K | Buy |
9,840
+725
| +8% | +$35.3K | 0.08% | 209 |
|
|
2024
Q1 | $457K | Buy |
9,115
+1,629
| +22% | +$81.6K | 0.08% | 207 |
|
|
2023
Q4 | $349K | Sell |
7,486
-1,052
| -12% | -$49.1K | 0.06% | 225 |
|
|
2023
Q3 | $352K | Buy |
+8,538
| New | +$352K | 0.07% | 213 |
|