Invera 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
2024 Q3	–	Sell	-19,590	Closed	-$808K	–	49
2024 Q2	$808K	Sell	19,590 -390	-2%	-$16.1K	0.83%	30
2024 Q1	$768K	Sell	19,980 -445	-2%	-$17.1K	0.65%	42
2023 Q4	$800K	Buy	+20,425	New	+$800K	0.5%	63