Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,657
| Closed | -$405K | – | 85 |
|
|
2024
Q3 | $405K | Buy |
+7,657
| New | +$405K | 0.19% | 53 |
|
|
2023
Q4 | – | Sell |
-99,282
| Closed | -$4.1M | – | 84 |
|
|
2023
Q3 | $4.1M | Buy |
+99,282
| New | +$4.1M | 2.01% | 16 |
|
|
2022
Q2 | – | Sell |
-689
| Closed | -$29K | – | 219 |
|
|
2022
Q1 | $29K | Buy |
+689
| New | +$29K | 0.01% | 95 |
|