DACG
Donor Advised Charitable Giving’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-24,326
| Closed | -$924K | – | 43 |
|
|
2023
Q1 | $924K | Hold |
24,326
| – | – | 0.08% | 16 |
|
|
2022
Q4 | $963K | Hold |
24,326
| – | – | 0.16% | 14 |
|
|
2022
Q3 | $863K | Buy |
24,326
+1,295
| +6% | +$45.9K | 0.18% | 14 |
|
|
2022
Q2 | $919K | Hold |
23,031
| – | – | 0.16% | 15 |
|
|
2022
Q1 | $1.01M | Hold |
23,031
| – | – | 0.1% | 18 |
|
|
2021
Q4 | $968K | Buy |
+23,031
| New | +$968K | 0.09% | 16 |
|