Wealthquest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.34M | Sell |
95,556
-11,513
| -11% | -$402K | 0.96% | 23 |
|
|
2019
Q3 | $3.42M | Sell |
107,069
-5,207
| -5% | -$166K | 1.14% | 17 |
|
|
2019
Q2 | $3.51M | Sell |
112,276
-15,454
| -12% | -$483K | 1.33% | 17 |
|
|
2019
Q1 | $3.87M | Buy |
127,730
+5,442
| +4% | +$165K | 1.46% | 18 |
|
|
2018
Q4 | $3.32M | Buy |
+122,288
| New | +$3.32M | 1.36% | 17 |
|