Laidlaw 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-5,741
| Closed | -$229K | – | 367 |
|
2022
Q2 | $229K | Hold |
5,741
| – | – | 0.05% | 321 |
|
2022
Q1 | $252K | Hold |
5,741
| – | – | 0.04% | 327 |
|
2021
Q4 | $241K | Hold |
5,741
| – | – | 0.04% | 351 |
|
2021
Q3 | $225K | Buy |
5,741
+325
| +6% | +$12.7K | 0.06% | 222 |
|
2021
Q2 | $217K | Buy |
+5,416
| New | +$217K | 0.06% | 236 |
|