HAFS
Hapanowicz & Associates Financial Services’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
Q3 | – | Sell |
-5,194
| Closed | -$209K | – | 32 |
|
|
2024
Q2 | $209K | Sell |
5,194
-294,639
| -98% | -$11.9M | 0.12% | 28 |
|
|
2024
Q1 | $12.2M | Buy |
299,833
+5,982
| +2% | +$244K | 6.97% | 6 |
|
|
2023
Q4 | $11.5M | Sell |
293,851
-2,311
| -0.8% | -$90.6K | 7.09% | 6 |
|
|
2023
Q3 | $10.4M | Buy |
296,162
+27,673
| +10% | +$970K | 7.38% | 6 |
|
|
2023
Q2 | $9.96M | Sell |
268,489
-5,128
| -2% | -$190K | 6.66% | 6 |
|
|
2023
Q1 | $10.4M | Buy |
273,617
+4,245
| +2% | +$161K | 7.17% | 6 |
|
|
2022
Q4 | $10.7M | Buy |
+269,372
| New | +$10.7M | 7.74% | 6 |
|