Iron Horse Wealth Management’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 | $301K | Sell |
7,083
-46
| -0.6% | -$1.95K | 0.09% | 39 |
|
|
2025
Q1 | $316K | Sell |
7,129
-23
| -0.3% | -$1.02K | 0.1% | 35 |
|
|
2024
Q4 | $309K | Sell |
7,152
-4
| -0.1% | -$173 | 0.1% | 32 |
|
|
2024
Q3 | $327K | Sell |
7,156
-20
| -0.3% | -$913 | 0.11% | 30 |
|
|
2024
Q2 | $289K | Hold |
7,176
| – | – | 0.11% | 31 |
|
|
2024
Q1 | $292K | Sell |
7,176
-40
| -0.6% | -$1.63K | 0.12% | 31 |
|
|
2023
Q4 | $283K | Buy |
7,216
+400
| +6% | +$15.7K | 0.12% | 32 |
|
|
2023
Q3 | $239K | Sell |
6,816
-381
| -5% | -$13.4K | 0.12% | 33 |
|
|
2023
Q2 | $267K | Sell |
7,197
-962
| -12% | -$35.7K | 0.13% | 31 |
|
|
2023
Q1 | $310K | Sell |
8,159
-4
| -0% | -$152 | 0.15% | 28 |
|
|
2022
Q4 | $323K | Buy |
8,163
+5,389
| +194% | +$213K | 0.17% | 27 |
|
|
2022
Q3 | $98K | Sell |
2,774
-7,653
| -73% | -$270K | 0.14% | 31 |
|
|
2022
Q2 | $416K | Sell |
10,427
-1,464
| -12% | -$58.4K | 0.24% | 24 |
|
|
2022
Q1 | $523K | Sell |
11,891
-11
| -0.1% | -$484 | 0.29% | 23 |
|
|
2021
Q4 | $500K | Sell |
11,902
-92
| -0.8% | -$3.87K | 0.28% | 23 |
|
|
2021
Q3 | $469K | Sell |
11,994
-1,392
| -10% | -$54.4K | 0.29% | 23 |
|
|
2021
Q2 | $537K | Sell |
13,386
-524
| -4% | -$21K | 0.35% | 22 |
|
|
2021
Q1 | $536K | Sell |
13,910
-718
| -5% | -$27.7K | 0.4% | 20 |
|
|
2020
Q4 | $482K | Buy |
+14,628
| New | +$482K | 0.39% | 22 |
|