BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $200K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $696K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $433K | Sell |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $404K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $134K | Sell |
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|
2018
Q2 | $168K | Buy |
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