JFS 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
Q1 | – | Sell |
-1,215
| Closed | -$47.6K | – | 2032 |
|
|
2023
Q4 | $47.6K | Sell |
1,215
-405
| -25% | -$15.9K | ﹤0.01% | 413 |
|
|
2023
Q3 | $56.8K | Buy |
1,620
+14
| +0.9% | +$491 | 0.01% | 358 |
|
|
2023
Q2 | $59.5K | Buy |
1,606
+15
| +0.9% | +$556 | 0.01% | 351 |
|
|
2023
Q1 | $60.5K | Buy |
1,591
+13
| +0.8% | +$494 | 0.01% | 348 |
|
|
2022
Q4 | $62.5K | Sell |
1,578
-1,351
| -46% | -$53.5K | 0.01% | 338 |
|
|
2022
Q3 | $104K | Buy |
2,929
+422
| +17% | +$15K | 0.01% | 278 |
|
|
2022
Q2 | $100K | Hold |
2,507
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $110K | Buy |
+2,507
| New | +$110K | 0.01% | 289 |
|