TCPWM
Traverso Chambers Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $947K | Buy |
24,168
+24
| +0.1% | +$941 | 0.23% | 57 |
|
|
2023
Q3 | $847K | Buy |
24,144
+21
| +0.1% | +$736 | 0.23% | 54 |
|
|
2023
Q2 | $894K | Buy |
24,123
+22
| +0.1% | +$816 | 0.23% | 54 |
|
|
2023
Q1 | $916K | Buy |
24,101
+18
| +0.1% | +$684 | 0.25% | 50 |
|
|
2022
Q4 | $953K | Buy |
24,083
+21
| +0.1% | +$831 | 0.27% | 47 |
|
|
2022
Q3 | $853K | Buy |
24,062
+18
| +0.1% | +$638 | 0.26% | 50 |
|
|
2022
Q2 | $960K | Buy |
24,044
+17
| +0.1% | +$679 | 0.32% | 43 |
|
|
2022
Q1 | $1.06M | Buy |
24,027
+24
| +0.1% | +$1.06K | 0.31% | 43 |
|
|
2021
Q4 | $1.01M | Sell |
24,003
-1,045
| -4% | -$43.9K | 0.3% | 47 |
|
|
2021
Q3 | $980K | Buy |
25,048
+16
| +0.1% | +$626 | 0.31% | 43 |
|
|
2021
Q2 | $1M | Buy |
25,032
+15
| +0.1% | +$602 | 0.32% | 42 |
|
|
2021
Q1 | $963K | Sell |
25,017
-274
| -1% | -$10.5K | 0.32% | 41 |
|
|
2020
Q4 | $833K | Sell |
25,291
-614
| -2% | -$20.2K | 0.3% | 40 |
|
|
2020
Q3 | $710K | Sell |
25,905
-1,704
| -6% | -$46.7K | 0.27% | 45 |
|
|
2020
Q2 | $769K | Sell |
27,609
-298,912
| -92% | -$8.33M | 0.32% | 41 |
|
|
2020
Q1 | $8.03M | Buy |
326,521
+149,271
| +84% | +$3.67M | 3.78% | 7 |
|
|
2019
Q4 | $6.99M | Buy |
+177,250
| New | +$6.99M | 2.97% | 12 |
|