EWM
Evermay Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26
| Closed | -$1.05K | – | 626 |
|
|
2024
Q2 | $1.05K | Hold |
26
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $1.06K | Hold |
26
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $1.02K | Hold |
26
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $912 | Hold |
26
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $965 | Hold |
26
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $988 | Buy |
26
+4
| +18% | +$152 | ﹤0.01% | 503 |
|
|
2022
Q4 | $871 | Buy |
+22
| New | +$871 | ﹤0.01% | 517 |
|