Aurora Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,744
| Closed | -$217K | – | 168 |
|
|
2024
Q3 | $217K | Buy |
+4,744
| New | +$217K | 0.17% | 140 |
|
|
2022
Q3 | – | Sell |
-5,353
| Closed | -$214K | – | 186 |
|
|
2022
Q2 | $214K | Sell |
5,353
-720
| -12% | -$28.8K | 0.1% | 160 |
|
|
2022
Q1 | $267K | Sell |
6,073
-35
| -0.6% | -$1.54K | 0.11% | 151 |
|
|
2021
Q4 | $257K | Sell |
6,108
-497
| -8% | -$20.9K | 0.11% | 158 |
|
|
2021
Q3 | $258K | Buy |
+6,605
| New | +$258K | 0.1% | 173 |
|
|
2021
Q2 | – | Sell |
-7,142
| Closed | -$275K | – | 221 |
|
|
2021
Q1 | $275K | Buy |
7,142
+73
| +1% | +$2.81K | 0.11% | 163 |
|
|
2020
Q4 | $233K | Sell |
7,069
-813
| -10% | -$26.8K | 0.1% | 179 |
|
|
2020
Q3 | $216K | Sell |
7,882
-191,306
| -96% | -$5.24M | 0.09% | 170 |
|
|
2020
Q2 | $5.55M | Sell |
199,188
-119,377
| -37% | -$3.32M | 2.55% | 8 |
|
|
2020
Q1 | $7.84M | Buy |
318,565
+165,637
| +108% | +$4.07M | 2.76% | 6 |
|
|
2019
Q4 | $6.04M | Buy |
+152,928
| New | +$6.04M | 2.14% | 8 |
|