UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,837
| Closed | -$228K | – | 142 |
|
|
2023
Q4 | $228K | Sell |
5,837
-2,659
| -31% | -$104K | 0.09% | 116 |
|
|
2023
Q3 | $297K | Buy |
8,496
+87
| +1% | +$3.04K | 0.13% | 92 |
|
|
2023
Q2 | $312K | Buy |
8,409
+92
| +1% | +$3.41K | 0.15% | 88 |
|
|
2023
Q1 | $316K | Buy |
8,317
+75
| +0.9% | +$2.85K | 0.15% | 95 |
|
|
2022
Q4 | $326K | Buy |
8,242
+88
| +1% | +$3.48K | 0.16% | 93 |
|
|
2022
Q3 | $289K | Buy |
8,154
+414
| +5% | +$14.7K | 0.15% | 99 |
|
|
2022
Q2 | $309K | Sell |
7,740
-114
| -1% | -$4.55K | 0.15% | 97 |
|
|
2022
Q1 | $345K | Sell |
7,854
-407
| -5% | -$17.9K | 0.15% | 97 |
|
|
2021
Q4 | $347K | Sell |
8,261
-282
| -3% | -$11.8K | 0.14% | 92 |
|
|
2021
Q3 | $334K | Sell |
8,543
-904
| -10% | -$35.3K | 0.14% | 88 |
|
|
2021
Q2 | $379K | Sell |
9,447
-13,418
| -59% | -$538K | 0.21% | 79 |
|
|
2021
Q1 | $880K | Sell |
22,865
-30,887
| -57% | -$1.19M | 0.43% | 53 |
|
|
2020
Q4 | $1.81M | Sell |
53,752
-11,324
| -17% | -$380K | 0.87% | 27 |
|
|
2020
Q3 | $1.78K | Sell |
65,076
-9
| -0% | – | 0.28% | 27 |
|
|
2020
Q2 | $1.81M | Buy |
65,085
+4,597
| +8% | +$128K | 0.96% | 24 |
|
|
2020
Q1 | $1.49M | Buy |
60,488
+36,434
| +151% | +$896K | 0.92% | 25 |
|
|
2019
Q4 | $949K | Buy |
+24,054
| New | +$949K | 0.49% | 29 |
|