TPG 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
Q1 | – | Sell |
-6,262
| Closed | -$248K | – | 50 |
|
|
2022
Q4 | $248K | Buy |
+6,262
| New | +$248K | 0.15% | 42 |
|
|
2020
Q2 | – | Sell |
-172,430
| Closed | -$4.24M | – | 47 |
|
|
2020
Q1 | $4.24M | Buy |
172,430
+10,641
| +7% | +$262K | 4.21% | 7 |
|
|
2019
Q4 | $6.38M | Buy |
161,789
+9,319
| +6% | +$368K | 5.26% | 7 |
|
|
2019
Q3 | $5.79M | Buy |
+152,470
| New | +$5.79M | 5.21% | 7 |
|