CFS
Coordinated Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,968
| Closed | -$220K | – | 152 |
|
|
2025
Q1 | $220K | Buy |
4,968
+2
| +0% | +$89 | 0.17% | 130 |
|
|
2024
Q4 | $215K | Buy |
+4,966
| New | +$215K | 0.17% | 130 |
|
|
2024
Q2 | – | Sell |
-4,958
| Closed | -$202K | – | 133 |
|
|
2024
Q1 | $202K | Buy |
+4,958
| New | +$202K | 0.18% | 128 |
|