ERn Financial LLC’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-32,070
| Closed | -$1.27M | – | 80 |
|
2019
Q4 | $1.27M | Sell |
32,070
-298
| -0.9% | -$11.8K | 0.74% | 26 |
|
2019
Q3 | $1.23M | Buy |
32,368
+67
| +0.2% | +$2.54K | 0.88% | 21 |
|
2019
Q2 | $1.23M | Buy |
32,301
+125
| +0.4% | +$4.76K | 0.93% | 21 |
|
2019
Q1 | $1.24M | Buy |
32,176
+3,151
| +11% | +$122K | 0.75% | 24 |
|
2018
Q4 | $989K | Buy |
+29,025
| New | +$989K | 0.89% | 22 |
|