GWMR
GC Wealth Management RIA’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
11,847
-1,120
| -9% | -$47.5K | 0.04% | 326 |
|
|
2025
Q1 | $574K | Hold |
12,967
| – | – | 0.11% | 163 |
|
|
2024
Q4 | $561K | Sell |
12,967
-912
| -7% | -$39.4K | 0.1% | 159 |
|
|
2024
Q3 | $634K | Hold |
13,879
| – | – | 0.11% | 162 |
|
|
2024
Q2 | $558K | Hold |
13,879
| – | – | 0.11% | 154 |
|
|
2024
Q1 | $565K | Buy |
13,879
+1,042
| +8% | +$42.4K | 0.11% | 149 |
|
|
2023
Q4 | $503K | Buy |
+12,837
| New | +$503K | 0.23% | 113 |
|