MGO Private Wealth’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
Q3 | – | Sell |
-13,982
| Closed | -$562K | – | 74 |
|
|
2024
Q2 | $562K | Buy |
13,982
+954
| +7% | +$38.4K | 0.35% | 44 |
|
|
2024
Q1 | $530K | Buy |
13,028
+1,591
| +14% | +$64.8K | 0.33% | 45 |
|
|
2023
Q4 | $448K | Buy |
11,437
+1,331
| +13% | +$52.2K | 0.31% | 42 |
|
|
2023
Q3 | $354K | Hold |
10,106
| – | – | 0.26% | 48 |
|
|
2023
Q2 | $375K | Sell |
10,106
-21,967
| -68% | -$815K | 0.28% | 47 |
|
|
2023
Q1 | $1.22M | Sell |
32,073
-25,516
| -44% | -$970K | 0.96% | 28 |
|
|
2022
Q4 | $2.28M | Buy |
57,589
+710
| +1% | +$28.1K | 1.04% | 28 |
|
|
2022
Q3 | $2.02M | Buy |
+56,879
| New | +$2.02M | 0.96% | 24 |
|