Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-538
| Closed | -$20K | – | 1548 |
|
|
2021
Q1 | $20K | Sell |
538
-848
| -61% | -$31.5K | ﹤0.01% | 1092 |
|
|
2020
Q4 | $48K | Buy |
+1,386
| New | +$48K | ﹤0.01% | 777 |
|
|
2020
Q3 | – | Sell |
-992
| Closed | -$29K | – | 2014 |
|
|
2020
Q2 | $29K | Hold |
992
| – | – | ﹤0.01% | 884 |
|
|
2020
Q1 | $27K | Buy |
+992
| New | +$27K | ﹤0.01% | 770 |
|
|
2019
Q4 | – | Sell |
-10
| Closed | – | – | 1696 |
|
|
2019
Q3 | $0 | Sell |
10
-111
| -92% | – | ﹤0.01% | 1652 |
|
|
2019
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 1283 |
|
|
2019
Q1 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 1246 |
|