Retirement Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $16.3K | Sell |
401
-64
| -14% | -$2.61K | 0.01% | 387 |
|
|
2023
Q4 | $18.2K | Hold |
465
| – | – | 0.01% | 356 |
|
|
2023
Q3 | $16.3K | Hold |
465
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $17.2K | Hold |
465
| – | – | 0.01% | 338 |
|
|
2023
Q1 | $18K | Hold |
465
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $18K | Buy |
465
+401
| +627% | +$15.5K | 0.01% | 294 |
|
|
2022
Q3 | $2K | Sell |
64
-423
| -87% | -$13.2K | ﹤0.01% | 414 |
|
|
2022
Q2 | $19K | Buy |
487
+86
| +21% | +$3.36K | 0.01% | 333 |
|
|
2022
Q1 | $18K | Hold |
401
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $17K | Sell |
401
-2,788
| -87% | -$118K | 0.01% | 361 |
|
|
2021
Q3 | $125K | Buy |
3,189
+50
| +2% | +$1.96K | 0.06% | 149 |
|
|
2021
Q2 | $126K | Buy |
3,139
+99
| +3% | +$3.97K | 0.06% | 143 |
|
|
2021
Q1 | $117K | Buy |
3,040
+2,039
| +204% | +$78.5K | 0.05% | 169 |
|
|
2020
Q4 | $32K | Hold |
1,001
| – | – | 0.01% | 310 |
|
|
2020
Q3 | $27K | Hold |
1,001
| – | – | 0.02% | 299 |
|
|
2020
Q2 | $28K | Buy |
+1,001
| New | +$28K | 0.02% | 288 |
|
|
2019
Q4 | $2.61M | Buy |
+66,101
| New | +$2.61M | 1.7% | 12 |
|