Laurel Wealth Planning’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 |
-5,206
| Closed | -$204K | – | 54 |
|
|
2023
Q4 | $204K | Sell |
5,206
-16,367
| -76% | -$641K | 0.14% | 52 |
|
|
2023
Q3 | $757K | Sell |
21,573
-14,096
| -40% | -$495K | 0.59% | 35 |
|
|
2023
Q2 | $1.32M | Sell |
35,669
-31,488
| -47% | -$1.17M | 0.94% | 32 |
|
|
2023
Q1 | $2.55M | Sell |
67,157
-29,839
| -31% | -$1.13M | 1.69% | 27 |
|
|
2022
Q4 | $3.84M | Sell |
96,996
-19,166
| -16% | -$759K | 2.48% | 10 |
|
|
2022
Q3 | $4.12M | Sell |
116,162
-5,618
| -5% | -$199K | 3.03% | 8 |
|
|
2022
Q2 | $4.86M | Buy |
121,780
+57,343
| +89% | +$2.29M | 3.42% | 7 |
|
|
2022
Q1 | $2.83M | Buy |
+64,437
| New | +$2.83M | 1.91% | 18 |
|