HHM Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.7K | Hold |
40
| – | – | ﹤0.01% | 782 |
|
2025
Q1 | $1.77K | Hold |
40
| – | – | ﹤0.01% | 771 |
|
2024
Q4 | $1.73K | Sell |
40
-48
| -55% | -$2.08K | ﹤0.01% | 769 |
|
2024
Q3 | $4.02K | Sell |
88
-45
| -34% | -$2.06K | ﹤0.01% | 677 |
|
2024
Q2 | $5.35K | Sell |
133
-87
| -40% | -$3.5K | ﹤0.01% | 627 |
|
2024
Q1 | $8.96K | Hold |
220
| – | – | ﹤0.01% | 536 |
|
2023
Q4 | $8.62K | Hold |
220
| – | – | ﹤0.01% | 536 |
|
2023
Q3 | $7.72K | Hold |
220
| – | – | ﹤0.01% | 549 |
|
2023
Q2 | $8.16K | Hold |
220
| – | – | ﹤0.01% | 569 |
|
2023
Q1 | $8.36K | Hold |
220
| – | – | ﹤0.01% | 552 |
|
2022
Q4 | $8.71K | Hold |
220
| – | – | ﹤0.01% | 471 |
|
2022
Q3 | $8K | Buy |
+220
| New | +$8K | ﹤0.01% | 473 |
|