WorthPointe’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
2022
Q2
Sell
-7,973
Closed -$333K 45
2022
Q1
$333K Sell
7,973
-3,861
-33% -$161K 0.27% 35
2021
Q4
$468K Buy
+11,834
New +$468K 0.42% 27