Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-439
| Closed | -$17K | – | 1897 |
|
|
2021
Q3 | $17K | Buy |
+439
| New | +$17K | ﹤0.01% | 636 |
|
|
2021
Q2 | – | Sell |
-862
| Closed | -$33K | – | 1633 |
|
|
2021
Q1 | $33K | Buy |
862
+15
| +2% | +$574 | 0.01% | 409 |
|
|
2020
Q4 | $28K | Buy |
847
+15
| +2% | +$496 | 0.01% | 444 |
|
|
2020
Q3 | $23K | Buy |
832
+8
| +1% | +$221 | 0.01% | 422 |
|
|
2020
Q2 | $23K | Buy |
824
+11
| +1% | +$307 | 0.01% | 365 |
|
|
2020
Q1 | $20K | Buy |
+813
| New | +$20K | 0.01% | 346 |
|