Bellecapital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,435
| Closed | -$822K | – | 165 |
|
|
2023
Q3 | $822K | Hold |
23,435
| – | – | 0.21% | 76 |
|
|
2023
Q2 | $869K | Hold |
23,435
| – | – | 0.21% | 73 |
|
|
2023
Q1 | $891K | Buy |
23,435
+2,979
| +15% | +$113K | 0.22% | 79 |
|
|
2022
Q4 | $810K | Hold |
20,456
| – | – | 0.23% | 81 |
|
|
2022
Q3 | $726K | Hold |
20,456
| – | – | 0.22% | 76 |
|
|
2022
Q2 | $816K | Buy |
20,456
+3,973
| +24% | +$158K | 0.23% | 77 |
|
|
2022
Q1 | $724K | Buy |
+16,483
| New | +$724K | 0.23% | 82 |
|