PCA Investment Advisory Services’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
Q4 | – | Sell |
-5,163
| Closed | -$236K | – | 163 |
|
|
2024
Q3 | $236K | Sell |
5,163
-310
| -6% | -$14.2K | 0.11% | 130 |
|
|
2024
Q2 | $220K | Buy |
5,473
+78
| +1% | +$3.14K | 0.12% | 127 |
|
|
2024
Q1 | $220K | Sell |
5,395
-363
| -6% | -$14.8K | 0.12% | 126 |
|
|
2023
Q4 | $226K | Sell |
5,758
-4,863
| -46% | -$191K | 0.15% | 103 |
|
|
2023
Q3 | $372K | Sell |
10,621
-105
| -1% | -$3.68K | 0.27% | 62 |
|
|
2023
Q2 | $398K | Sell |
10,726
-336
| -3% | -$12.5K | 0.24% | 62 |
|
|
2023
Q1 | $420K | Buy |
+11,062
| New | +$420K | 0.3% | 60 |
|