Walter & Keenan Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $362K | Sell |
|
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|
2024
Q3 | $384K | Hold |
|
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|
2024
Q2 | $339K | Hold |
|
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|
2024
Q1 | $343K | Buy |
|
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|
2023
Q4 | $271K | Hold |
|
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|
2023
Q3 | $243K | Sell |
|
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|
2023
Q2 | $268K | Sell |
|
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|
2023
Q1 | $279K | Hold |
|
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|
2022
Q4 | $291K | Sell |
|
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|
2022
Q3 | $307K | Hold |
|
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|
2022
Q2 | $345K | Buy |
|
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|
2022
Q1 | $303K | Hold |
|
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|
2021
Q4 | $290K | Sell |
|
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|
2021
Q3 | $272K | Sell |
|
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|
2021
Q2 | $312K | Buy |
|
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|
2021
Q1 | $254K | Sell |
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|
2020
Q4 | $242K | Buy |
|