Avior Wealth Management’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
Q2 | – | Sell |
-494
| Closed | -$20.1K | – | 3540 |
|
2024
Q1 | $20.1K | Buy |
+494
| New | +$20.1K | ﹤0.01% | 1598 |
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$55.6K | – | 1679 |
|
2023
Q2 | $55.6K | Hold |
1,500
| – | – | ﹤0.01% | 737 |
|
2023
Q1 | $57K | Buy |
1,500
+1,490
| +14,900% | +$56.6K | ﹤0.01% | 739 |
|
2022
Q4 | $395 | Buy |
+10
| New | +$395 | ﹤0.01% | 1188 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 1224 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 1177 |
|