BBWP
Beacon Bridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,479
| Closed | -$287K | – | 91 |
|
|
2025
Q1 | $287K | Buy |
6,479
+315
| +5% | +$13.9K | 0.12% | 77 |
|
|
2024
Q4 | $267K | Sell |
6,164
-109
| -2% | -$4.71K | 0.11% | 77 |
|
|
2024
Q3 | $286K | Sell |
6,273
-120
| -2% | -$5.48K | 0.12% | 74 |
|
|
2024
Q2 | $257K | Sell |
6,393
-4,353
| -41% | -$175K | 0.12% | 80 |
|
|
2024
Q1 | $437K | Buy |
10,746
+3,931
| +58% | +$160K | 0.21% | 67 |
|
|
2023
Q4 | $267K | Sell |
6,815
-3,132
| -31% | -$123K | 0.13% | 79 |
|
|
2023
Q3 | $349K | Sell |
9,947
-44
| -0.4% | -$1.54K | 0.18% | 59 |
|
|
2023
Q2 | $370K | Sell |
9,991
-584
| -6% | -$21.7K | 0.19% | 52 |
|
|
2023
Q1 | $402K | Buy |
10,575
+326
| +3% | +$12.4K | 0.24% | 45 |
|
|
2022
Q4 | $406K | Buy |
+10,249
| New | +$406K | 0.29% | 42 |
|