Bogart Wealth LLC’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
2025
Q3
$319K Hold
2025
Q2
$308K Sell
2025
Q1
$696K Buy
2024
Q4
$665K Buy
2024
Q3
$625K Buy
2024
Q2
$548K Buy
2024
Q1
$552K Buy
2023
Q4
$529K Buy
2023
Q3
$471K Buy
2023
Q2
$496K Sell
2023
Q1
$524K Buy
2022
Q4
$544K Buy
2022
Q3
$467K Buy
2022
Q2
$324K Hold
2022
Q1
$357K Buy
2021
Q4
$341K Hold
2021
Q3
$317K Buy
2021
Q2
$300K Buy
2021
Q1
$87K Buy