PWS
Private Wealth Strategies’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $238K | Buy |
5,917
+18
| +0.3% | +$724 | 0.05% | 69 |
|
|
2024
Q1 | $240K | Buy |
5,899
+52
| +0.9% | +$2.12K | 0.05% | 59 |
|
|
2023
Q4 | $229K | Buy |
5,847
+75
| +1% | +$2.94K | 0.05% | 65 |
|
|
2023
Q3 | $202K | Sell |
5,772
-4,706
| -45% | -$165K | 0.05% | 64 |
|
|
2023
Q2 | $389K | Buy |
10,478
+626
| +6% | +$23.2K | 0.09% | 52 |
|
|
2023
Q1 | $374K | Buy |
9,852
+102
| +1% | +$3.88K | 0.09% | 55 |
|
|
2022
Q4 | $386K | Buy |
9,750
+124
| +1% | +$4.91K | 0.1% | 55 |
|
|
2022
Q3 | $342K | Buy |
+9,626
| New | +$342K | 0.1% | 57 |
|