Pinnacle Family Advisors’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 |
-5,700
| Closed | -$211K | – | 103 |
|
|
2023
Q2 | $211K | Hold |
5,700
| – | – | 0.11% | 95 |
|
|
2023
Q1 | $217K | Buy |
+5,700
| New | +$217K | 0.13% | 92 |
|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$294K | – | 131 |
|
|
2021
Q4 | $294K | Hold |
7,000
| – | – | 0.13% | 86 |
|
|
2021
Q3 | $274K | Sell |
7,000
-615
| -8% | -$24.1K | 0.12% | 110 |
|
|
2021
Q2 | $305K | Buy |
+7,615
| New | +$305K | 0.13% | 98 |
|