Ahrens Investment Partners’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $374K | Buy |
9,840
+3
| +0% | +$114 | 0.19% | 92 |
|
|
2022
Q4 | $389K | Buy |
9,837
+140
| +1% | +$5.54K | 0.18% | 98 |
|
|
2022
Q3 | $344K | Buy |
9,697
+1,315
| +16% | +$46.6K | 0.18% | 99 |
|
|
2022
Q2 | $335K | Buy |
8,382
+100
| +1% | +$4K | 0.15% | 113 |
|
|
2022
Q1 | $364K | Buy |
8,282
+44
| +0.5% | +$1.93K | 0.11% | 128 |
|
|
2021
Q4 | $346K | Sell |
8,238
-356
| -4% | -$15K | 0.15% | 126 |
|
|
2021
Q3 | $336K | Sell |
8,594
-600
| -7% | -$23.5K | 0.16% | 136 |
|
|
2021
Q2 | $369K | Sell |
9,194
-454
| -5% | -$18.2K | 0.17% | 142 |
|
|
2021
Q1 | $371K | Sell |
9,648
-7,800
| -45% | -$300K | 0.19% | 133 |
|
|
2020
Q4 | $575K | Buy |
+17,448
| New | +$575K | 0.31% | 81 |
|