CPFP
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Clear Perspectives Financial Planning’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Clear Perspectives Financial Planning’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-99,909
Closed -$3.95M – 230
2022
Q4 		$3.95M Sell
99,909
-2,250
-2% -$89.1K 2.1% 17
2022
Q3 		$3.62M Buy
102,159
+11,294
+12% +$401K 1.78% 14
2022
Q2 		$3.63M Buy
+90,865
New +$3.63M 1.41% 15