BBPWM
Blue Bell Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,882
| Closed | -$338K | – | 689 |
|
|
2023
Q1 | $338K | Sell |
8,882
-4,000
| -31% | -$152K | 0.1% | 96 |
|
|
2022
Q4 | $510K | Sell |
12,882
-717
| -5% | -$28.4K | 0.17% | 70 |
|
|
2022
Q3 | $482K | Sell |
13,599
-2,021
| -13% | -$71.6K | 0.17% | 68 |
|
|
2022
Q2 | $623K | Buy |
+15,620
| New | +$623K | 0.21% | 55 |
|