HWA
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Hillcrest Wealth Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Hillcrest Wealth Advisors’s Portfolio SPYD Stock Details SPYD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,200
Closed -$228K – 62
2020
Q2 		$228K Buy
+8,200
New +$228K 0.2% 39
2020
Q1 		– Sell
-5,200
Closed -$205K – 44
2019
Q4 		$205K Buy
+5,200
New +$205K 0.17% 37