Resurgent 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
Q4 | – | Sell |
-3,150
| Closed | -$110K | – | 526 |
|
|
2023
Q3 | $110K | Sell |
3,150
-908
| -22% | -$31.8K | 0.08% | 217 |
|
|
2023
Q2 | $150K | Sell |
4,058
-3,097
| -43% | -$115K | 0.1% | 177 |
|
|
2023
Q1 | $272K | Sell |
7,155
-448
| -6% | -$17K | 0.18% | 116 |
|
|
2022
Q4 | $301K | Sell |
7,603
-8,306
| -52% | -$329K | 0.16% | 140 |
|
|
2022
Q3 | $564K | Buy |
15,909
+455
| +3% | +$16.1K | 0.38% | 79 |
|
|
2022
Q2 | $617K | Buy |
15,454
+4,204
| +37% | +$168K | 0.4% | 73 |
|
|
2022
Q1 | $494K | Buy |
+11,250
| New | +$494K | 0.31% | 86 |
|