TW
Transform 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
Q1 | – | Sell |
-5,381
| Closed | -$233K | – | 269 |
|
|
2024
Q4 | $233K | Hold |
5,381
| – | – | 0.01% | 241 |
|
|
2024
Q3 | $246K | Hold |
5,381
| – | – | 0.02% | 194 |
|
|
2024
Q2 | $216K | Hold |
5,381
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $219K | Hold |
5,381
| – | – | 0.02% | 212 |
|
|
2023
Q4 | $211K | Buy |
+5,381
| New | +$211K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-5,631
| Closed | -$209K | – | 274 |
|
|
2023
Q2 | $209K | Buy |
+5,631
| New | +$209K | 0.02% | 246 |
|