Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,868
| Closed | -$271K | – | 135 |
|
|
2019
Q4 | $271K | Sell |
6,868
-310
| -4% | -$12.2K | 0.12% | 122 |
|
|
2019
Q3 | $273K | Buy |
7,178
+285
| +4% | +$10.8K | 0.13% | 115 |
|
|
2019
Q2 | $262K | Buy |
6,893
+44
| +0.6% | +$1.67K | 0.14% | 119 |
|
|
2019
Q1 | $259K | Sell |
6,849
-1,018
| -13% | -$38.5K | 0.16% | 109 |
|
|
2018
Q4 | $268K | Buy |
+7,867
| New | +$268K | 0.21% | 105 |
|