APP
Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,701
| Closed | -$219K | – | 343 |
|
|
2021
Q1 | $219K | Buy |
+5,701
| New | +$219K | 0.01% | 284 |
|
|
2020
Q4 | – | Sell |
-11,868
| Closed | -$325K | – | 310 |
|
|
2020
Q3 | $325K | Buy |
11,868
+4,039
| +52% | +$111K | 0.02% | 221 |
|
|
2020
Q2 | $218K | Sell |
7,829
-74,682
| -91% | -$2.08M | 0.01% | 253 |
|
|
2020
Q1 | $2.03M | Buy |
82,511
+63,012
| +323% | +$1.55M | 0.14% | 59 |
|
|
2019
Q4 | $769K | Buy |
19,499
+14,116
| +262% | +$557K | 0.05% | 132 |
|
|
2019
Q3 | $204K | Sell |
5,383
-79
| -1% | -$2.99K | 0.01% | 293 |
|
|
2019
Q2 | $209K | Hold |
5,462
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $207K | Sell |
5,462
-98,120
| -95% | -$3.72M | 0.01% | 277 |
|
|
2018
Q4 | $3.53M | Buy |
103,582
+102,166
| +7,215% | +$3.48M | 0.27% | 32 |
|
|
2018
Q3 | $53K | Buy |
+1,416
| New | +$53K | ﹤0.01% | 474 |
|