AFG
Albion Financial Group’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
377
-256
| -40% | -$10.9K | ﹤0.01% | 325 |
|
|
2025
Q1 | $28K | Sell |
633
-8,282
| -93% | -$367K | ﹤0.01% | 281 |
|
|
2024
Q4 | $385K | Buy |
+8,915
| New | +$385K | 0.03% | 147 |
|
|
2024
Q2 | – | Sell |
-1,179
| Closed | -$48K | – | 530 |
|
|
2024
Q1 | $48K | Sell |
1,179
-32,699
| -97% | -$1.33M | ﹤0.01% | 224 |
|
|
2023
Q4 | $1.33M | Buy |
+33,878
| New | +$1.33M | 0.11% | 92 |
|