SA
Stewardship Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,194
| Closed | -$287K | – | 48 |
|
|
2022
Q2 | $287K | Hold |
7,194
| – | – | 0.12% | 42 |
|
|
2022
Q1 | $316K | Hold |
7,194
| – | – | 0.12% | 43 |
|
|
2021
Q4 | $303K | Sell |
7,194
-13
| -0.2% | -$548 | 0.11% | 45 |
|
|
2021
Q3 | $282K | Hold |
7,207
| – | – | 0.11% | 47 |
|
|
2021
Q2 | $289K | Hold |
7,207
| – | – | 0.11% | 49 |
|
|
2021
Q1 | $277K | Hold |
7,207
| – | – | 0.11% | 46 |
|
|
2020
Q4 | $237K | Hold |
7,207
| – | – | 0.1% | 43 |
|
|
2020
Q3 | $208K | Hold |
7,207
| – | – | 0.1% | 34 |
|
|
2020
Q2 | $201K | Buy |
+7,207
| New | +$201K | 0.11% | 34 |
|
|
2020
Q1 | – | Sell |
-224,133
| Closed | -$8.84M | – | 49 |
|
|
2019
Q4 | $8.84M | Buy |
+224,133
| New | +$8.84M | 5.56% | 5 |
|