Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $430K | Hold |
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|
2022
Q3 | $382K | Hold |
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|
2022
Q2 | $407K | Hold |
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|
2022
Q1 | $442K | Buy |
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|
2021
Q4 | $424K | Buy |
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|
2021
Q3 | $322K | Buy |
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