Castle Wealth Management’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 Q2	–	Sell	-7,371	Closed	-$280K	–	116
2023 Q1	$280K	Sell	7,371 -27	-0.4%	-$1.03K	0.22%	91
2022 Q4	$293K	Buy	7,398 +3,088	+72%	+$122K	0.18%	86
2022 Q3	$153K	Buy	4,310 +2,464	+133%	+$87.5K	0.09%	120
2022 Q2	$74K	Buy	+1,846	New	+$74K	0.04%	175