MAG
Mokosak Advisory Group’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
Q1 | – | Sell |
-100,043
| Closed | -$3.95M | – | 29 |
|
|
2019
Q4 | $3.95M | Buy |
100,043
+2,002
| +2% | +$79.1K | 2.39% | 11 |
|
|
2019
Q3 | $3.72M | Sell |
98,041
-525
| -0.5% | -$19.9K | 2.46% | 13 |
|
|
2019
Q2 | $3.75M | Buy |
98,566
+777
| +0.8% | +$29.6K | 2.53% | 13 |
|
|
2019
Q1 | $3.7M | Sell |
97,789
-745
| -0.8% | -$28.2K | 2.58% | 11 |
|
|
2018
Q4 | $3.36M | Buy |
+98,534
| New | +$3.36M | 2.61% | 14 |
|