Navis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $371K | Hold |
|
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|
2024
Q2 | $327K | Buy |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $299K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $247K | Buy |
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