OWA
Outlook Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,511
| Closed | -$241K | – | 216 |
|
|
2023
Q2 | $241K | Sell |
6,511
-1,014
| -13% | -$37.6K | 0.09% | 178 |
|
|
2023
Q1 | $286K | Sell |
7,525
-1,094
| -13% | -$41.6K | 0.13% | 159 |
|
|
2022
Q4 | $341K | Sell |
8,619
-187,260
| -96% | -$7.41M | 0.16% | 123 |
|
|
2022
Q3 | $6.95M | Buy |
195,879
+28,672
| +17% | +$1.02M | 3.12% | 6 |
|
|
2022
Q2 | $6.67M | Buy |
167,207
+140,792
| +533% | +$5.62M | 2.73% | 6 |
|
|
2022
Q1 | $1.16M | Buy |
26,415
+2,620
| +11% | +$115K | 0.39% | 61 |
|
|
2021
Q4 | $1M | Buy |
+23,795
| New | +$1M | 0.29% | 72 |
|