MWM
SPYD icon

MBE Wealth Management’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-12,483
Closed -$307K 445
2020
Q1
$307K Buy
12,483
+553
+5% +$13.6K 0.29% 24
2019
Q4
$470K Buy
+11,930
New +$470K 0.47% 19