SVWAG
Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-18,189
| Closed | -$447K | – | 245 |
|
|
2020
Q1 | $447K | Sell |
18,189
-175
| -1% | -$4.3K | 0.15% | 125 |
|
|
2019
Q4 | $725K | Buy |
18,364
+4,121
| +29% | +$163K | 0.2% | 113 |
|
|
2019
Q3 | $541K | Buy |
14,243
+1,288
| +10% | +$48.9K | 0.16% | 134 |
|
|
2019
Q2 | $493K | Buy |
+12,955
| New | +$493K | 0.15% | 143 |
|