CFN
Cordasco Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-263
| Closed | -$6K | – | 513 |
|
|
2020
Q1 | $6K | Hold |
263
| – | – | 0.01% | 309 |
|
|
2019
Q4 | $10K | Hold |
263
| – | – | 0.01% | 281 |
|
|
2019
Q3 | $10K | Sell |
263
-103
| -28% | -$3.92K | 0.01% | 291 |
|
|
2019
Q2 | $14K | Hold |
366
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $14K | Hold |
366
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $12K | Hold |
366
| – | – | 0.01% | 226 |
|
|
2018
Q3 | $14K | Buy |
366
+263
| +255% | +$10.1K | 0.01% | 217 |
|
|
2018
Q2 | $4K | Hold |
103
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 226 |
|
|
2017
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 212 |
|