GWAG
Garrett Wealth Advisory Group’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
Q4 | – | Sell |
-5,725
| Closed | -$261K | – | 107 |
|
|
2024
Q3 | $261K | Buy |
+5,725
| New | +$261K | 0.06% | 81 |
|
|
2019
Q4 | – | Sell |
-36,441
| Closed | -$1.38M | – | 555 |
|
|
2019
Q3 | $1.38M | Buy |
36,441
+4,868
| +15% | +$185K | 0.97% | 14 |
|
|
2019
Q2 | $1.2M | Buy |
31,573
+5,641
| +22% | +$214K | 0.95% | 14 |
|
|
2019
Q1 | $982K | Buy |
25,932
+15,400
| +146% | +$583K | 0.81% | 18 |
|
|
2018
Q4 | $359K | Buy |
+10,532
| New | +$359K | 0.33% | 33 |
|