Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,653
| Closed | -$405K | – | 206 |
|
|
2023
Q1 | $405K | Buy |
10,653
+3,788
| +55% | +$144K | 0.07% | 136 |
|
|
2022
Q4 | $272K | Buy |
+6,865
| New | +$272K | 0.05% | 165 |
|
|
2021
Q3 | – | Sell |
-5,885
| Closed | -$236K | – | 282 |
|
|
2021
Q2 | $236K | Sell |
5,885
-962
| -14% | -$38.6K | 0.05% | 223 |
|
|
2021
Q1 | $264K | Sell |
6,847
-1,653
| -19% | -$63.7K | 0.06% | 201 |
|
|
2020
Q4 | $280K | Sell |
8,500
-5,231
| -38% | -$172K | 0.07% | 169 |
|
|
2020
Q3 | $376K | Buy |
+13,731
| New | +$376K | 0.12% | 133 |
|
|
2020
Q1 | – | Sell |
-5,109
| Closed | -$202K | – | 135 |
|
|
2019
Q4 | $202K | Buy |
+5,109
| New | +$202K | 0.12% | 108 |
|