Rockbridge Investment Management’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 | – | Sell |
-291
| Closed | -$11.4K | – | 550 |
|
|
2023
Q4 | $11.4K | Buy |
+291
| New | +$11.4K | ﹤0.01% | 385 |
|
|
2022
Q3 | – | Sell |
-895
| Closed | -$35.7K | – | 522 |
|
|
2022
Q2 | $35.7K | Sell |
895
-4,328
| -83% | -$173K | 0.01% | 244 |
|
|
2022
Q1 | $231K | Hold |
5,223
| – | – | 0.04% | 142 |
|
|
2021
Q4 | $220K | Hold |
5,223
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $204K | Buy |
+5,223
| New | +$204K | 0.03% | 148 |
|