Financial Life Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,264
| Closed | -$441K | – | 61 |
|
|
2023
Q4 | $441K | Sell |
11,264
-1,185
| -10% | -$46.4K | 0.19% | 39 |
|
|
2023
Q3 | $437K | Buy |
12,449
+1,450
| +13% | +$50.9K | 0.19% | 36 |
|
|
2023
Q2 | $408K | Sell |
10,999
-27,623
| -72% | -$1.02M | 0.17% | 43 |
|
|
2023
Q1 | $1.47M | Sell |
38,622
-587
| -1% | -$22.3K | 0.63% | 33 |
|
|
2022
Q4 | $1.55M | Buy |
39,209
+13,625
| +53% | +$539K | 0.72% | 33 |
|
|
2022
Q3 | $907K | Buy |
+25,584
| New | +$907K | 0.45% | 30 |
|