TW
Trajan Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
64,508
-4,433
| -6% | -$188K | 0.13% | 98 |
|
|
2025
Q1 | $3.05M | Buy |
68,941
+11,309
| +20% | +$501K | 0.17% | 99 |
|
|
2024
Q4 | $2.49M | Sell |
57,632
-1,428
| -2% | -$61.7K | 0.14% | 103 |
|
|
2024
Q3 | $2.7M | Sell |
59,060
-11,716
| -17% | -$535K | 0.16% | 102 |
|
|
2024
Q2 | $2.85M | Sell |
70,776
-7,245
| -9% | -$291K | 0.18% | 100 |
|
|
2024
Q1 | $3.18M | Buy |
+78,021
| New | +$3.18M | 0.21% | 95 |
|