GM
GeoWealth 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
Q1 | – | Sell |
-138,337
| Closed | -$5.42M | – | 902 |
|
|
2023
Q4 | $5.42M | Buy |
+138,337
| New | +$5.42M | 0.45% | 57 |
|
|
2023
Q3 | – | Sell |
-26,413
| Closed | -$979K | – | 518 |
|
|
2023
Q2 | $979K | Buy |
+26,413
| New | +$979K | 0.11% | 123 |
|
|
2023
Q1 | – | Sell |
-26,193
| Closed | -$1.04M | – | 438 |
|
|
2022
Q4 | $1.04M | Buy |
+26,193
| New | +$1.04M | 0.11% | 110 |
|