CCFM
Clear Creek Financial 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 |
-6,057
| Closed | -$276K | – | 511 |
|
|
2024
Q3 | $276K | Buy |
+6,057
| New | +$276K | 0.03% | 365 |
|
|
2020
Q3 | – | Sell |
-7,477
| Closed | -$208K | – | 244 |
|
|
2020
Q2 | $208K | Buy |
+7,477
| New | +$208K | 0.05% | 220 |
|
|
2020
Q1 | – | Sell |
-14,553
| Closed | -$573K | – | 189 |
|
|
2019
Q4 | $573K | Sell |
14,553
-121,261
| -89% | -$4.77M | 0.23% | 54 |
|
|
2019
Q3 | $5.28M | Sell |
135,814
-5,690
| -4% | -$221K | 2.56% | 12 |
|
|
2019
Q2 | $5.38M | Buy |
+141,504
| New | +$5.38M | 2.3% | 11 |
|