LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
258
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $7K | Hold |
258
| – | – | ﹤0.01% | 453 |
|
|
2020
Q1 | $6K | Sell |
258
-82
| -24% | -$1.91K | ﹤0.01% | 442 |
|
|
2019
Q4 | $13K | Sell |
340
-423
| -55% | -$16.2K | 0.01% | 396 |
|
|
2019
Q3 | $29K | Sell |
763
-235
| -24% | -$8.93K | 0.01% | 301 |
|
|
2019
Q2 | $38K | Hold |
998
| – | – | 0.02% | 271 |
|
|
2019
Q1 | $38K | Buy |
998
+163
| +20% | +$6.21K | 0.02% | 275 |
|
|
2018
Q4 | $28K | Buy |
835
+258
| +45% | +$8.65K | 0.02% | 295 |
|
|
2018
Q3 | $22K | Sell |
577
-53
| -8% | -$2.02K | 0.01% | 328 |
|
|
2018
Q2 | $23K | Buy |
630
+316
| +101% | +$11.5K | 0.01% | 322 |
|
|
2018
Q1 | $11K | Buy |
+314
| New | +$11K | 0.01% | 358 |
|