Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85 | Hold |
2
| – | – | ﹤0.01% | 837 |
|
|
2025
Q1 | $89 | Hold |
2
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $86 | Hold |
2
| – | – | ﹤0.01% | 904 |
|
|
2024
Q3 | $91 | Hold |
2
| – | – | ﹤0.01% | 940 |
|
|
2024
Q2 | $80 | Hold |
2
| – | – | ﹤0.01% | 814 |
|
|
2024
Q1 | $81 | Sell |
2
-1,498
| -100% | -$60.7K | ﹤0.01% | 837 |
|
|
2023
Q4 | $58.8K | Hold |
1,500
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $52.6K | Sell |
1,500
-5
| -0.3% | -$175 | 0.01% | 371 |
|
|
2023
Q2 | $55.8K | Sell |
1,505
-378
| -20% | -$14K | 0.01% | 352 |
|
|
2023
Q1 | $71.6K | Sell |
1,883
-21,408
| -92% | -$814K | 0.02% | 295 |
|
|
2022
Q4 | $922K | Buy |
+23,291
| New | +$922K | 0.28% | 50 |
|
|
2022
Q3 | – | Sell |
-161
| Closed | -$6K | – | 1009 |
|
|
2022
Q2 | $6K | Buy |
+161
| New | +$6K | ﹤0.01% | 795 |
|