Avantax Planning Partners’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
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2021
Q1 | $219K | Buy |
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2020
Q4 | – | Sell |
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2020
Q3 | $325K | Buy |
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2020
Q2 | $218K | Sell |
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2020
Q1 | $2.03M | Buy |
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2019
Q4 | $769K | Buy |
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2019
Q3 | $204K | Sell |
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2019
Q2 | $209K | Hold |
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2019
Q1 | $207K | Sell |
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2018
Q4 | $3.53M | Buy |
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2018
Q3 | $53K | Buy |
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