WCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
|
|||||
|
2025
Q1 | $2.87M | Buy |
|
|||||
|
2024
Q4 | $2.85M | Sell |
|
|||||
|
2024
Q3 | $3.28M | Buy |
|
|||||
|
2024
Q2 | $2.17M | Buy |
|
|||||
|
2024
Q1 | $1.89M | Buy |
|
|||||
|
2023
Q4 | $1.55M | Buy |
|
|||||
|
2023
Q3 | $1.32M | Buy |
|
|||||
|
2023
Q2 | $573K | Sell |
|
|||||
|
2023
Q1 | $561K | Sell |
|
|||||
|
2022
Q4 | $678K | Sell |
|
|||||
|
2022
Q3 | $611K | Sell |
|
|||||
|
2022
Q2 | $978K | Buy |
|