QPWM
Quadrant Private Wealth Management’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
Q4 | – | Sell |
-9,614
| Closed | -$439K | – | 256 |
|
|
2024
Q3 | $439K | Sell |
9,614
-3,902
| -29% | -$178K | 0.11% | 155 |
|
|
2024
Q2 | $544K | Buy |
13,516
+3,753
| +38% | +$151K | 0.12% | 138 |
|
|
2024
Q1 | $397K | Buy |
9,763
+213
| +2% | +$8.67K | 0.1% | 157 |
|
|
2023
Q4 | $374K | Sell |
9,550
-2,691
| -22% | -$105K | 0.1% | 156 |
|
|
2023
Q3 | $429K | Buy |
12,241
+358
| +3% | +$12.6K | 0.14% | 124 |
|
|
2023
Q2 | $441K | Sell |
11,883
-2,642
| -18% | -$98K | 0.13% | 142 |
|
|
2023
Q1 | $552K | Buy |
+14,525
| New | +$552K | 0.17% | 119 |
|