Valtinson Bruner Financial Planning’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $230K | Buy |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $400K | Buy |
|
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $313K | Buy |
|
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Sell |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.25M | Buy |
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|
2018
Q4 | $1.12M | Buy |
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