TWA
TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-200
| Closed | -$6K | – | 1639 |
|
|
2020
Q2 | $6K | Buy |
200
+100
| +100% | +$3K | ﹤0.01% | 691 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1084 |
|
|
2019
Q2 | – | Sell |
-3,298
| Closed | -$125K | – | 1536 |
|
|
2019
Q1 | $125K | Buy |
+3,298
| New | +$125K | 0.06% | 196 |
|