WealthShield Partners’s State Street 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
Q3 | $1.68M | Sell |
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|
2025
Q2 | $1.71M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.78M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.54M | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $78K | Buy |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $131K | Buy |
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|
2020
Q2 | $74K | Sell |
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|
2020
Q1 | $147K | Sell |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q3 | $168K | Buy |
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|
2018
Q2 | $149K | Buy |
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|
2018
Q1 | $49K | Buy |
|