Plante Moran Financial 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
Q1 | – | Sell |
-500
| Closed | -$19.8K | – | 933 |
|
|
2022
Q4 | $19.8K | Sell |
500
-1
| -0.2% | -$40 | ﹤0.01% | 463 |
|
|
2022
Q3 | $18K | Buy |
501
+1
| +0.2% | +$36 | ﹤0.01% | 488 |
|
|
2022
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $22K | Sell |
500
-1,200
| -71% | -$52.8K | ﹤0.01% | 482 |
|
|
2021
Q4 | $71K | Hold |
1,700
| – | – | 0.01% | 300 |
|
|
2021
Q3 | $67K | Sell |
1,700
-475
| -22% | -$18.7K | 0.01% | 328 |
|
|
2021
Q2 | $87K | Hold |
2,175
| – | – | 0.02% | 273 |
|
|
2021
Q1 | $84K | Sell |
2,175
-2,250
| -51% | -$86.9K | 0.02% | 275 |
|
|
2020
Q4 | $146K | Buy |
+4,425
| New | +$146K | 0.05% | 206 |
|