Private Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,442
| Closed | -$461K | – | 100 |
|
|
2021
Q3 | $461K | Hold |
11,442
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $459K | Buy |
11,442
+159
| +1% | +$6.38K | 0.14% | 65 |
|
|
2021
Q1 | $434K | Buy |
11,283
+1,056
| +10% | +$40.6K | 0.15% | 64 |
|
|
2020
Q4 | $354K | Buy |
10,227
+545
| +6% | +$18.9K | 0.12% | 54 |
|
|
2020
Q3 | $265K | Sell |
9,682
-128
| -1% | -$3.5K | 0.14% | 51 |
|
|
2020
Q2 | $273K | Sell |
9,810
-779
| -7% | -$21.7K | 0.19% | 41 |
|
|
2020
Q1 | $260K | Sell |
10,589
-354
| -3% | -$8.69K | 0.21% | 40 |
|
|
2019
Q4 | $432K | Buy |
10,943
+128
| +1% | +$5.05K | 0.25% | 58 |
|
|
2019
Q3 | $411K | Buy |
+10,815
| New | +$411K | 0.27% | 45 |
|