CWM
Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-225
| Closed | -$10.3K | – | 246 |
|
|
2024
Q3 | $10.3K | Hold |
225
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $9.05K | Buy |
225
+100
| +80% | +$4.02K | ﹤0.01% | 233 |
|
|
2024
Q1 | $5.09K | Buy |
+125
| New | +$5.09K | ﹤0.01% | 282 |
|
|
2022
Q4 | – | Sell |
-1,738
| Closed | -$62K | – | 334 |
|
|
2022
Q3 | $62K | Buy |
1,738
+1,588
| +1,059% | +$56.6K | 0.03% | 154 |
|
|
2022
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $7K | Sell |
150
-2
| -1% | -$93 | ﹤0.01% | 310 |
|
|
2021
Q4 | $6K | Hold |
152
| – | – | ﹤0.01% | 307 |
|
|
2021
Q3 | $6K | Buy |
152
+50
| +49% | +$1.97K | ﹤0.01% | 247 |
|
|
2021
Q2 | $4K | Buy |
102
+100
| +5,000% | +$3.92K | ﹤0.01% | 255 |
|
|
2021
Q1 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 248 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 243 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 227 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 239 |
|