WAG
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Windsor Advisory Group’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Windsor Advisory Group’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,771
Closed -$73.1K – 69
2023
Q3 		$73.1K Buy
1,771
+3
+0.2% +$124 0.17% 48
2023
Q2 		$76.4K Sell
1,768
-632
-26% -$27.3K 0.19% 45
2023
Q1 		$97.7K Buy
+2,400
New +$97.7K 0.23% 48