Peterson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,618
| Closed | -$245K | – | 66 |
|
|
2023
Q2 | $245K | Sell |
6,618
-1,261
| -16% | -$46.8K | 0.19% | 62 |
|
|
2023
Q1 | $299K | Sell |
7,879
-342
| -4% | -$13K | 0.29% | 52 |
|
|
2022
Q4 | $325K | Sell |
8,221
-639
| -7% | -$25.3K | 0.33% | 47 |
|
|
2022
Q3 | $314K | Buy |
8,860
+1,106
| +14% | +$39.2K | 0.29% | 50 |
|
|
2022
Q2 | $309K | Buy |
7,754
+291
| +4% | +$11.6K | 0.4% | 42 |
|
|
2022
Q1 | $328K | Buy |
7,463
+2,308
| +45% | +$101K | 0.22% | 57 |
|
|
2021
Q4 | $217K | Buy |
+5,155
| New | +$217K | 0.14% | 58 |
|