Visionary Wealth Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,565
| Closed | -$571K | – | 501 |
|
|
2023
Q4 | $571K | Sell |
14,565
-6,090
| -29% | -$239K | 0.04% | 294 |
|
|
2023
Q3 | $724K | Sell |
20,655
-1,514
| -7% | -$53.1K | 0.06% | 248 |
|
|
2023
Q2 | $822K | Sell |
22,169
-1,749
| -7% | -$64.9K | 0.07% | 231 |
|
|
2023
Q1 | $909K | Buy |
+23,918
| New | +$909K | 0.08% | 204 |
|
|
2020
Q1 | – | Sell |
-6,048
| Closed | -$239K | – | 225 |
|
|
2019
Q4 | $239K | Buy |
+6,048
| New | +$239K | 0.04% | 187 |
|