WJ Wealth Management’s 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
Q2 | $2M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.31M | Sell |
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|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.34M | Sell |
|
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|
2024
Q1 | $2.56M | Sell |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.44M | Buy |
|
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.54M | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.39M | Buy |
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|
2021
Q1 | $1.16M | Buy |
|