Moneta Group Investment Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $340K | Sell |
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|
2021
Q1 | $331K | Buy |
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|
2020
Q4 | $250K | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $2.02M | Sell |
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|
2019
Q1 | $6.32M | Buy |
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|
2018
Q4 | $5.41M | Buy |
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|
2018
Q3 | $5.3M | Buy |
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